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Guggenheim Capital’s LendingTree TREE Stock Holding History

Guggenheim Capital’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
Q4 		– Sell
-4,296
Closed -$1.32M – 2117
2020
Q3 		$1.32M Buy
4,296
+1,268
+42% +$403K 0.01% 1085
2020
Q2 		$877K Sell
3,028
-419
-12% -$101K 0.01% 1258
2020
Q1 		$632K Buy
3,447
+116
+3% +$32.8K 0.01% 1282
2019
Q4 		$1.01M Buy
3,331
+384
+13% +$127K 0.01% 1333
2019
Q3 		$915K Sell
2,947
-310
-10% -$106K 0.01% 1366
2019
Q2 		$1.37M Sell
3,257
-379
-10% -$145K 0.01% 1208
2019
Q1 		$1.28M Sell
3,636
-292
-7% -$88.1K 0.01% 1268
2018
Q4 		$862K Sell
3,928
-2,955
-43% -$671K 0.01% 1443
2018
Q3 		$1.58M Sell
6,883
-1,909
-22% -$454K 0.01% 1376
2018
Q2 		$1.88M Sell
8,792
-35,121
-80% -$9.74M 0.01% 1293
2018
Q1 		$14.4M Buy
43,913
+32,024
+269% +$11.5M 0.04% 580
2017
Q4 		$4.05M Sell
11,889
-14,204
-54% -$4.03M 0.01% 1154
2017
Q3 		$6.38M Buy
26,093
+2,305
+10% +$497K 0.02% 918
2017
Q2 		$4.1M Sell
23,788
-3,030
-11% -$456K 0.01% 1128
2017
Q1 		$3.36M Sell
26,818
-3,870
-13% -$441K 0.01% 1272
2016
Q4 		$3.11M Buy
30,688
+1,399
+5% +$133K 0.01% 1324
2016
Q3 		$2.84M Sell
29,289
-3,484
-11% -$347K 0.01% 1367
2016
Q2 		$2.9M Sell
32,773
-1,026
-3% -$86.9K 0.01% 1320
2016
Q1 		$3.3M Sell
33,799
-5,889
-15% -$460K 0.01% 1236
2015
Q4 		$3.54M Sell
39,688
-11,582
-23% -$1.19M 0.01% 1213
2015
Q3 		$4.77M Buy
+51,270
New +$5.19M 0.01% 1060

Other funds holding TREE

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Guggenheim Capital's TREE Position: Q4 2020 in Review

Guggenheim Capital sold out of LendingTree (TREE) in Q4 2020, closing a stake of 4,296 shares — an estimated $1.32M sold.

Guggenheim Capital first reported a position in TREE in Q3 2015 and held it in 21 quarters. The position peaked at $14.4M in Q1 2018. 257 funds tracked by Wall St. Rank hold TREE as of Q4 2020.

  • Guggenheim Capital reported no remaining LendingTree position as of Q4 2020 after selling out during the quarter.
  • Guggenheim Capital sold 4,296 LendingTree shares in Q4 2020, an estimated $1.32M.
  • Guggenheim Capital first reported a position in LendingTree in Q3 2015 and held it in 21 quarters.
  • Guggenheim Capital's LendingTree position peaked at $14.4M in Q1 2018.
  • 257 funds tracked by Wall St. Rank held LendingTree as of Q4 2020.

Based on Guggenheim Capital's 13F filing for Q4 2020, filed 16 Feb 2021.