Jackson Square Partners’s LendingTree TREE Stock Holding History

Jackson Square Partners’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
2020 Q4	–	Sell	-437,698	Closed	-$134M	–	107
2020 Q3	$134M	Sell	437,698 -6,690	-2%	-$2.12M	0.63%	52
2020 Q2	$129M	Buy	444,388 +53,632	+14%	+$13M	0.65%	44
2020 Q1	$71.7M	Buy	390,756 +24,576	+7%	+$6.95M	0.45%	58
2019 Q4	$111M	Buy	366,180 +79,856	+28%	+$26.4M	0.58%	46
2019 Q3	$88.9M	Sell	286,324 -66,436	-19%	-$22.6M	0.49%	50
2019 Q2	$148M	Sell	352,760 -16,981	-5%	-$6.5M	0.77%	41
2019 Q1	$130M	Sell	369,741 -86,250	-19%	-$26M	0.71%	39
2018 Q4	$100M	Sell	455,991 -36,941	-7%	-$8.39M	0.61%	37
2018 Q3	$113M	Buy	492,932 +76,892	+18%	+$18.3M	0.57%	39
2018 Q2	$88.9M	Buy	416,040 +5,892	+1%	+$1.63M	0.45%	49
2018 Q1	$135M	Sell	410,148 -9,906	-2%	-$3.56M	0.67%	36
2017 Q4	$143M	Sell	420,054 -129,546	-24%	-$36.8M	0.73%	32
2017 Q3	$134M	Buy	549,600 +1,853	+0.3%	+$400K	0.65%	31
2017 Q2	$94.3M	Sell	547,747 -171,501	-24%	-$25.8M	0.48%	44
2017 Q1	$90.2M	Buy	719,248 +58,739	+9%	+$6.7M	0.44%	55
2016 Q4	$66.9M	Buy	660,509 +300,210	+83%	+$28.6M	0.35%	60
2016 Q3	$34.9M	Buy	360,299 +29,629	+9%	+$2.95M	0.16%	76
2016 Q2	$29.2M	Buy	+330,670	New	+$28M	0.12%	63

Other funds holding TREE

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jackson Square Partners's TREE Position: Q4 2020 in Review

Jackson Square Partners sold out of LendingTree (TREE) in Q4 2020, closing a stake of 437,698 shares — an estimated $134M sold.

Jackson Square Partners first reported a position in TREE in Q2 2016 and held it in 18 quarters. The position peaked at $148M in Q2 2019. 257 funds tracked by Wall St. Rank hold TREE as of Q4 2020.

Jackson Square Partners reported no remaining LendingTree position as of Q4 2020 after selling out during the quarter.
Jackson Square Partners sold 437,698 LendingTree shares in Q4 2020, an estimated $134M.
Jackson Square Partners first reported a position in LendingTree in Q2 2016 and held it in 18 quarters.
Jackson Square Partners's LendingTree position peaked at $148M in Q2 2019.
257 funds tracked by Wall St. Rank held LendingTree as of Q4 2020.

Based on Jackson Square Partners's 13F filing for Q4 2020, filed 12 Feb 2021.