Heritage Wealth Management (Arizona)’s LendingTree TREE Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$1.36K	Buy	64 +32	+100%	+$729	﹤0.01%	1003
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	980
2022 Q2	$1.4K	Hold	32	–	–	﹤0.01%	910
2022 Q1	$4K	Buy	+32	New	+$3.78K	﹤0.01%	836
2021 Q3	$4K	Hold	32	–	–	﹤0.01%	766
2021 Q2	$7K	Hold	32	–	–	﹤0.01%	705
2021 Q1	$7K	Buy	+32	New	+$9.11K	﹤0.01%	614

Other funds holding TREE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MAM

Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TREE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its LendingTree (TREE) stake by 100% in Q4 2022, buying an estimated $729 and bringing the position to 64 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Heritage Wealth Management (Arizona) first reported a position in TREE in Q1 2021 and has held it in 7 quarters since. The position peaked at $7K in Q2 2021. 146 funds tracked by Wall St. Rank hold TREE as of Q4 2022.

Heritage Wealth Management (Arizona) held 64 shares of LendingTree worth $1.36K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 32 LendingTree shares in Q4 2022, an estimated $729.
LendingTree made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1003 holding.
Heritage Wealth Management (Arizona) first reported a position in LendingTree in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s LendingTree position peaked at $7K in Q2 2021.
146 funds tracked by Wall St. Rank held LendingTree as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.