HighTower Advisors

HighTower Advisors’s LendingTree TREE Stock Holding History

HighTower Advisors’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
2024 Q4	–	Sell	-3,587	Closed	-$208K	–	4055
2024 Q3	$208K	Buy	+3,587	New	+$185K	﹤0.01%	3105
2023 Q3	–	Sell	-383,690	Closed	-$8.42M	–	3749
2023 Q2	$8.42M	Buy	383,690 +175,213	+84%	+$3.74M	0.02%	699
2023 Q1	$5.52M	Buy	208,477 +51,125	+32%	+$1.68M	0.01%	811
2022 Q4	$3.28M	Buy	157,352 +23,865	+18%	+$544K	0.01%	1021
2022 Q3	$3.12M	Buy	133,487 +37,445	+39%	+$1.46M	0.01%	1003
2022 Q2	$4.15M	Buy	96,042 +32,273	+51%	+$2.39M	0.01%	906
2022 Q1	$7.58M	Buy	63,769 +16,656	+35%	+$1.97M	0.02%	717
2021 Q4	$5.72M	Buy	47,113 +10,149	+27%	+$1.35M	0.01%	833
2021 Q3	$5.15M	Buy	36,964 +3,762	+11%	+$660K	0.01%	806
2021 Q2	$7M	Buy	33,202 +5,610	+20%	+$1.18M	0.02%	665
2021 Q1	$5.82M	Buy	+27,592	New	+$7.85M	0.02%	690
2019 Q3	–	Sell	-1,064	Closed	-$450K	–	2545
2019 Q2	$450K	Sell	1,064 -740	-41%	-$283K	﹤0.01%	1565
2019 Q1	$636K	Buy	+1,804	New	+$545K	﹤0.01%	1337

Other funds holding TREE

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Jacobs Levy Equity Management

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

Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.77B AUM 58.14% 1-Year Est. Return