Lumbard & Kellner’s LendingTree TREE Stock Holding History

Lumbard & Kellner’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 Q2	–	Sell	-5,362	Closed	-$642K	–	92
2022 Q1	$642K	Sell	5,362 -24	-0.4%	-$2.84K	0.25%	61
2021 Q4	$660K	Buy	5,386 +3,391	+170%	+$451K	0.25%	61
2021 Q3	$279K	Buy	1,995 +195	+11%	+$34.2K	0.11%	83
2021 Q2	$381K	Hold	1,800	–	–	0.15%	77
2021 Q1	$383K	Buy	1,800 +7	+0.4%	+$1.99K	0.13%	78
2020 Q4	$491K	Buy	+1,793	New	+$533K	0.19%	73

Other funds holding TREE

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Lumbard & Kellner's TREE Position: Q2 2022 in Review

Lumbard & Kellner sold out of LendingTree (TREE) in Q2 2022, closing a stake of 5,362 shares — an estimated $642K sold.

Lumbard & Kellner first reported a position in TREE in Q4 2020 and held it in 6 quarters. The position peaked at $660K in Q4 2021. 187 funds tracked by Wall St. Rank hold TREE as of Q2 2022.

Lumbard & Kellner reported no remaining LendingTree position as of Q2 2022 after selling out during the quarter.
Lumbard & Kellner sold 5,362 LendingTree shares in Q2 2022, an estimated $642K.
Lumbard & Kellner first reported a position in LendingTree in Q4 2020 and held it in 6 quarters.
Lumbard & Kellner's LendingTree position peaked at $660K in Q4 2021.
187 funds tracked by Wall St. Rank held LendingTree as of Q2 2022.

Based on Lumbard & Kellner's 13F filing for Q2 2022, filed 15 Aug 2022.