KeyBank National Association

KeyBank National Association’s LendingTree TREE Stock Holding History

KeyBank National Association’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
2026 Q1	$234K	Buy	+5,462	New	+$261K	﹤0.01%	1134
2021 Q1	–	Sell	-989	Closed	-$271K	–	1072
2020 Q4	$271K	Buy	+989	New	+$294K	﹤0.01%	926
2019 Q4	–	Sell	-2,409	Closed	-$748K	–	1029
2019 Q3	$748K	Buy	2,409 +1,417	+143%	+$483K	﹤0.01%	593
2019 Q2	$417K	Sell	992 -393	-28%	-$150K	﹤0.01%	788
2019 Q1	$487K	Buy	+1,385	New	+$418K	﹤0.01%	721
2018 Q4	–	Sell	-2,097	Closed	-$483K	–	1041
2018 Q3	$483K	Sell	2,097 -2,413	-54%	-$574K	﹤0.01%	771
2018 Q2	$964K	Buy	4,510 +1,407	+45%	+$390K	0.01%	557
2018 Q1	$1.02M	Sell	3,103 -1,691	-35%	-$609K	0.01%	526
2017 Q4	$1.63M	Buy	4,794 +2,750	+135%	+$781K	0.01%	407
2017 Q3	$500K	Buy	+2,044	New	+$441K	﹤0.01%	776

Other funds holding TREE

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Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

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

Jacobs Levy Equity Management

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

Geode Capital Management

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