IMA Advisory Services’s LendingTree TREE Stock Holding History

IMA Advisory Services’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
2023 Q4	–	Sell	-85	Closed	-$1.32K	–	249
2023 Q3	$1.32K	Hold	85	–	–	﹤0.01%	276
2023 Q2	$1.88K	Sell	85 -80	-48%	-$1.71K	﹤0.01%	276
2023 Q1	$4.4K	Hold	165	–	–	﹤0.01%	266
2022 Q4	$3.52K	Sell	165 -85	-34%	-$1.94K	﹤0.01%	295
2022 Q3	$6K	Hold	250	–	–	﹤0.01%	277
2022 Q2	$11K	Sell	250 -7,813	-97%	-$579K	﹤0.01%	258
2022 Q1	$965K	Buy	8,063 +1,280	+19%	+$151K	0.22%	88
2021 Q4	$832K	Sell	6,783 -2,942	-30%	-$391K	0.18%	95
2021 Q3	$1.36M	Buy	9,725 +739	+8%	+$130K	0.32%	82
2021 Q2	$1.9M	Sell	8,986 -1,561	-15%	-$328K	0.44%	76
2021 Q1	$2.25M	Buy	+10,547	New	+$3M	0.55%	70

Other funds holding TREE

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SCM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

IMA Advisory Services's TREE Position: Q4 2023 in Review

IMA Advisory Services sold out of LendingTree (TREE) in Q4 2023, closing a stake of 85 shares — an estimated $1.32K sold.

IMA Advisory Services first reported a position in TREE in Q1 2021 and held it in 11 quarters. The position peaked at $2.25M in Q1 2021. 134 funds tracked by Wall St. Rank hold TREE as of Q4 2023.

IMA Advisory Services reported no remaining LendingTree position as of Q4 2023 after selling out during the quarter.
IMA Advisory Services sold 85 LendingTree shares in Q4 2023, an estimated $1.32K.
IMA Advisory Services first reported a position in LendingTree in Q1 2021 and held it in 11 quarters.
IMA Advisory Services's LendingTree position peaked at $2.25M in Q1 2021.
134 funds tracked by Wall St. Rank held LendingTree as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.