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Money Concepts Capital’s LendingTree TREE Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-182
Closed -$3.88K – 2682
2022
Q4 		$3.88K Sell
182
-2,474
-93% -$56.4K ﹤0.01% 2456
2022
Q3 		$63K Buy
2,656
+508
+24% +$19.8K ﹤0.01% 675
2022
Q2 		$99K Buy
2,148
+320
+18% +$23.7K 0.01% 567
2022
Q1 		$219K Buy
+1,828
New +$216K 0.01% 690

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Money Concepts Capital's TREE Position: Q1 2023 in Review

Money Concepts Capital sold out of LendingTree (TREE) in Q1 2023, closing a stake of 182 shares — an estimated $3.88K sold.

Money Concepts Capital first reported a position in TREE in Q1 2022 and held it in 4 quarters. The position peaked at $219K in Q1 2022. 145 funds tracked by Wall St. Rank hold TREE as of Q1 2023.

  • Money Concepts Capital reported no remaining LendingTree position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 182 LendingTree shares in Q1 2023, an estimated $3.88K.
  • Money Concepts Capital first reported a position in LendingTree in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's LendingTree position peaked at $219K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held LendingTree as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.