Howe & Rusling’s LendingTree TREE Stock Holding History

Howe & Rusling’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	–	Sell	-47	Closed	-$1K	–	975
2022 Q3	$1K	Hold	47	–	–	﹤0.01%	1016
2022 Q2	$2K	Buy	+47	New	+$3.48K	﹤0.01%	898

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

Howe & Rusling's TREE Position: Q4 2022 in Review

Howe & Rusling sold out of LendingTree (TREE) in Q4 2022, closing a stake of 47 shares — an estimated $1K sold.

Howe & Rusling first reported a position in TREE in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 146 funds tracked by Wall St. Rank hold TREE as of Q4 2022.

Howe & Rusling reported no remaining LendingTree position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 47 LendingTree shares in Q4 2022, an estimated $1K.
Howe & Rusling first reported a position in LendingTree in Q2 2022 and held it in 2 quarters.
Howe & Rusling's LendingTree position peaked at $2K in Q2 2022.
146 funds tracked by Wall St. Rank held LendingTree as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.