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Institutional & Family Asset Management’s LendingTree TREE Stock Holding History

Institutional & Family Asset 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
2018
Q3 		– Sell
-8
Closed -$2K – 872
2018
Q2 		$2K Hold
8
– – ﹤0.01% 743
2018
Q1 		$3K Buy
+8
New +$2.88K ﹤0.01% 686

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Institutional & Family Asset Management's TREE Position: Q3 2018 in Review

Institutional & Family Asset Management sold out of LendingTree (TREE) in Q3 2018, closing a stake of 8 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in TREE in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 219 funds tracked by Wall St. Rank hold TREE as of Q3 2018.

  • Institutional & Family Asset Management reported no remaining LendingTree position as of Q3 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 8 LendingTree shares in Q3 2018, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in LendingTree in Q1 2018 and held it in 2 quarters.
  • Institutional & Family Asset Management's LendingTree position peaked at $3K in Q1 2018.
  • 219 funds tracked by Wall St. Rank held LendingTree as of Q3 2018.

Based on Institutional & Family Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.