MBT
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Montecito Bank & Trust’s LendingTree TREE Stock Holding History

Montecito Bank & Trust’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
2021
Q3 		– Sell
-1,150
Closed -$244K – 260
2021
Q2 		$244K Hold
1,150
– – 0.05% 238
2021
Q1 		$245K Hold
1,150
– – 0.05% 228
2020
Q4 		$315K Buy
+1,150
New +$342K 0.07% 198

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Montecito Bank & Trust's TREE Position: Q3 2021 in Review

Montecito Bank & Trust sold out of LendingTree (TREE) in Q3 2021, closing a stake of 1,150 shares — an estimated $244K sold.

Montecito Bank & Trust first reported a position in TREE in Q4 2020 and held it in 3 quarters. The position peaked at $315K in Q4 2020. 230 funds tracked by Wall St. Rank hold TREE as of Q3 2021.

  • Montecito Bank & Trust reported no remaining LendingTree position as of Q3 2021 after selling out during the quarter.
  • Montecito Bank & Trust sold 1,150 LendingTree shares in Q3 2021, an estimated $244K.
  • Montecito Bank & Trust first reported a position in LendingTree in Q4 2020 and held it in 3 quarters.
  • Montecito Bank & Trust's LendingTree position peaked at $315K in Q4 2020.
  • 230 funds tracked by Wall St. Rank held LendingTree as of Q3 2021.

Based on Montecito Bank & Trust's 13F filing for Q3 2021, filed 28 Oct 2021.