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McMorgan & Co’s LendingTree TREE Stock Holding History

McMorgan & Co’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
Q3 		– Sell
-11,169
Closed -$489K – 56
2022
Q2 		$489K Buy
11,169
+2,604
+30% +$193K 0.11% 51
2022
Q1 		$1.02M Sell
8,565
-248
-3% -$29.3K 0.22% 42
2021
Q4 		$1.08M Buy
8,813
+1,950
+28% +$259K 0.19% 47
2021
Q3 		$960K Buy
+6,863
New +$1.2M 0.19% 37

Other funds holding TREE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McMorgan & Co's TREE Position: Q3 2022 in Review

McMorgan & Co sold out of LendingTree (TREE) in Q3 2022, closing a stake of 11,169 shares — an estimated $489K sold.

McMorgan & Co first reported a position in TREE in Q3 2021 and held it in 4 quarters. The position peaked at $1.08M in Q4 2021. 162 funds tracked by Wall St. Rank hold TREE as of Q3 2022.

  • McMorgan & Co reported no remaining LendingTree position as of Q3 2022 after selling out during the quarter.
  • McMorgan & Co sold 11,169 LendingTree shares in Q3 2022, an estimated $489K.
  • McMorgan & Co first reported a position in LendingTree in Q3 2021 and held it in 4 quarters.
  • McMorgan & Co's LendingTree position peaked at $1.08M in Q4 2021.
  • 162 funds tracked by Wall St. Rank held LendingTree as of Q3 2022.

Based on McMorgan & Co's 13F filing for Q3 2022, filed 14 Nov 2022.