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Global Financial Private Client’s LendingTree TREE Stock Holding History

Global Financial Private Client’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-7
Closed -$1.1K – 545
2020
Q1 		$1.1K Hold
7
– – ﹤0.01% 486
2019
Q4 		$2.12K Buy
+7
New +$2.32K ﹤0.01% 473

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Global Financial Private Client's TREE Position: Q2 2020 in Review

Global Financial Private Client sold out of LendingTree (TREE) in Q2 2020, closing a stake of 7 shares — an estimated $1.1K sold.

Global Financial Private Client first reported a position in TREE in Q4 2019 and held it in 2 quarters. The position peaked at $2.12K in Q4 2019. 217 funds tracked by Wall St. Rank hold TREE as of Q2 2020.

  • Global Financial Private Client reported no remaining LendingTree position as of Q2 2020 after selling out during the quarter.
  • Global Financial Private Client sold 7 LendingTree shares in Q2 2020, an estimated $1.1K.
  • Global Financial Private Client first reported a position in LendingTree in Q4 2019 and held it in 2 quarters.
  • Global Financial Private Client's LendingTree position peaked at $2.12K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held LendingTree as of Q2 2020.

Based on Global Financial Private Client's 13F filing for Q2 2020, filed 16 May 2024.