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Harbor Investment Advisory’s LendingTree TREE Stock Holding History

Harbor Investment Advisory’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
Q3 		– Sell
-39
Closed -$11K – 1244
2020
Q2 		$11K Hold
39
– – ﹤0.01% 772
2020
Q1 		$7K Buy
+39
New +$11K ﹤0.01% 817

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbor Investment Advisory's TREE Position: Q3 2020 in Review

Harbor Investment Advisory sold out of LendingTree (TREE) in Q3 2020, closing a stake of 39 shares — an estimated $11K sold.

Harbor Investment Advisory first reported a position in TREE in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q2 2020. 221 funds tracked by Wall St. Rank hold TREE as of Q3 2020.

  • Harbor Investment Advisory reported no remaining LendingTree position as of Q3 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 39 LendingTree shares in Q3 2020, an estimated $11K.
  • Harbor Investment Advisory first reported a position in LendingTree in Q1 2020 and held it in 2 quarters.
  • Harbor Investment Advisory's LendingTree position peaked at $11K in Q2 2020.
  • 221 funds tracked by Wall St. Rank held LendingTree as of Q3 2020.

Based on Harbor Investment Advisory's 13F filing for Q3 2020, filed 23 Oct 2020.