Loring Wolcott & Coolidge Fiduciary Advisors’s LendingTree TREE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2022 Q1	–	Sell	-38	Closed	-$5K	–	713
2021 Q4	$5K	Hold	38	–	–	﹤0.01%	659
2021 Q3	$5K	Hold	38	–	–	﹤0.01%	662
2021 Q2	$8K	Buy	+38	New	+$7.99K	﹤0.01%	684
2017 Q4	–	Sell	-4	Closed	–	–	871
2017 Q3	$0	Buy	+4	New	+$863	﹤0.01%	899

Other funds holding TREE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TREE Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of LendingTree (TREE) in Q1 2022, closing a stake of 38 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TREE in Q3 2017 and held it in 4 quarters. The position peaked at $8K in Q2 2021. 206 funds tracked by Wall St. Rank hold TREE as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining LendingTree position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 38 LendingTree shares in Q1 2022, an estimated $5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LendingTree in Q3 2017 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's LendingTree position peaked at $8K in Q2 2021.
206 funds tracked by Wall St. Rank held LendingTree as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.