Insight Capital Research & Management’s LendingTree TREE Stock Holding History

Insight Capital Research & 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
2017 Q3	$750K	Sell	3,068 -4,650	-60%	-$1M	0.42%	87
2017 Q2	$1.33M	Sell	7,718 -5,683	-42%	-$855K	0.78%	57
2017 Q1	$1.68M	Buy	+13,401	New	+$1.53M	0.94%	51
2016 Q1	–	Sell	-22,895	Closed	-$2.04M	–	114
2015 Q4	$2.04M	Buy	+22,895	New	+$2.36M	0.59%	73
2015 Q3	–	Sell	-49,455	Closed	-$3.89M	–	114
2015 Q2	$3.89M	Sell	49,455 -13,199	-21%	-$812K	1.03%	44
2015 Q1	$3.51M	Buy	+62,654	New	+$2.99M	0.88%	52

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

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

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Insight Capital Research & Management's TREE Position: Q3 2017 in Review

Insight Capital Research & Management reduced its LendingTree (TREE) stake by 60% in Q3 2017, selling an estimated $1M and leaving 3,068 shares worth $750K. The position accounts for 0.42% of the portfolio, ranked #87.

Insight Capital Research & Management first reported a position in TREE in Q1 2015 and has held it in 6 quarters since. The position peaked at $3.89M in Q2 2015. 210 funds tracked by Wall St. Rank hold TREE as of Q3 2017.

Insight Capital Research & Management held 3,068 shares of LendingTree worth $750K as of Q3 2017.
Insight Capital Research & Management sold 4,650 LendingTree shares in Q3 2017, an estimated $1M.
LendingTree made up 0.42% of Insight Capital Research & Management's portfolio in Q3 2017, its #87 holding.
Insight Capital Research & Management first reported a position in LendingTree in Q1 2015 and has held it in 6 quarters since.
Insight Capital Research & Management's LendingTree position peaked at $3.89M in Q2 2015.
210 funds tracked by Wall St. Rank held LendingTree as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.