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Hennion & Walsh Asset Management’s LendingTree TREE Stock Holding History

Hennion & Walsh Asset Management’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
2021
Q2 		– Sell
-1,134
Closed -$242K – 750
2021
Q1 		$242K Buy
+1,134
New +$323K 0.01% 643

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hennion & Walsh Asset Management's TREE Position: Q2 2021 in Review

Hennion & Walsh Asset Management sold out of LendingTree (TREE) in Q2 2021, closing a stake of 1,134 shares — an estimated $242K sold.

Hennion & Walsh Asset Management first reported a position in TREE in Q1 2021 and held it in 1 quarter. The position peaked at $242K in Q1 2021. 240 funds tracked by Wall St. Rank hold TREE as of Q2 2021.

  • Hennion & Walsh Asset Management reported no remaining LendingTree position as of Q2 2021 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 1,134 LendingTree shares in Q2 2021, an estimated $242K.
  • Hennion & Walsh Asset Management first reported a position in LendingTree in Q1 2021 and held it in 1 quarter.
  • Hennion & Walsh Asset Management's LendingTree position peaked at $242K in Q1 2021.
  • 240 funds tracked by Wall St. Rank held LendingTree as of Q2 2021.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2021, filed 13 Aug 2021.