Hennessy Advisors Inc’s LendingTree TREE Stock Holding History

Hennessy Advisors Inc’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
2025 Q2	–	Sell	-217,600	Closed	-$10.9M	–	387
2025 Q1	$10.9M	Sell	217,600 -24,800	-10%	-$1.1M	0.36%	68
2024 Q4	$9.39M	Buy	242,400 +15,400	+7%	+$738K	0.28%	90
2024 Q3	$13.2M	Buy	227,000 +25,500	+13%	+$1.32M	0.42%	54
2024 Q2	$8.38M	Buy	+201,500	New	+$8.5M	0.32%	82

Other funds holding TREE

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return

Hennessy Advisors Inc's TREE Position: Q2 2025 in Review

Hennessy Advisors Inc sold out of LendingTree (TREE) in Q2 2025, closing a stake of 217,600 shares — an estimated $10.9M sold.

Hennessy Advisors Inc first reported a position in TREE in Q2 2024 and held it in 4 quarters. The position peaked at $13.2M in Q3 2024. 157 funds tracked by Wall St. Rank hold TREE as of Q2 2025.

Hennessy Advisors Inc reported no remaining LendingTree position as of Q2 2025 after selling out during the quarter.
Hennessy Advisors Inc sold 217,600 LendingTree shares in Q2 2025, an estimated $10.9M.
Hennessy Advisors Inc first reported a position in LendingTree in Q2 2024 and held it in 4 quarters.
Hennessy Advisors Inc's LendingTree position peaked at $13.2M in Q3 2024.
157 funds tracked by Wall St. Rank held LendingTree as of Q2 2025.

Based on Hennessy Advisors Inc's 13F filing for Q2 2025, filed 21 Jul 2025.