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Jacobi Capital Management’s LendingTree TREE Stock Holding History

Jacobi Capital 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 		– Sell
-1
Closed – – 929
2017
Q2 		$0 Hold
1
– – ﹤0.01% 846
2017
Q1 		$0 Hold
1
– – ﹤0.01% 717
2016
Q4 		$0 Hold
1
– – ﹤0.01% 698
2016
Q3 		$0 Hold
1
– – ﹤0.01% 748
2016
Q2 		$0 Buy
+1
New +$85 ﹤0.01% 725

Other funds holding TREE

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dimensional Fund Advisors
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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Allianz Asset Management
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

Jacobi Capital Management's TREE Position: Q3 2017 in Review

Jacobi Capital Management sold out of LendingTree (TREE) in Q3 2017, closing a stake of 1 share.

Jacobi Capital Management first reported a position in TREE in Q2 2016 and held it in 5 quarters. The position peaked at $0 in Q2 2017. 210 funds tracked by Wall St. Rank hold TREE as of Q3 2017.

  • Jacobi Capital Management reported no remaining LendingTree position as of Q3 2017 after selling out during the quarter.
  • Jacobi Capital Management sold 1 LendingTree share in Q3 2017.
  • Jacobi Capital Management first reported a position in LendingTree in Q2 2016 and held it in 5 quarters.
  • Jacobi Capital Management's LendingTree position peaked at $0 in Q2 2017.
  • 210 funds tracked by Wall St. Rank held LendingTree as of Q3 2017.

Based on Jacobi Capital Management's 13F filing for Q3 2017, filed 2 Nov 2017.