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Mountain Capital Investment Advisors’s LendingTree TREE Stock Holding History

Mountain Capital Investment 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
2021
Q1 		– Sell
-909
Closed -$245K – 154
2020
Q4 		$245K Buy
+909
New +$270K 0.15% 124

Other funds holding TREE

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mountain Capital Investment Advisors's TREE Position: Q1 2021 in Review

Mountain Capital Investment Advisors sold out of LendingTree (TREE) in Q1 2021, closing a stake of 909 shares — an estimated $245K sold.

Mountain Capital Investment Advisors first reported a position in TREE in Q4 2020 and held it in 1 quarter. The position peaked at $245K in Q4 2020. 243 funds tracked by Wall St. Rank hold TREE as of Q1 2021.

  • Mountain Capital Investment Advisors reported no remaining LendingTree position as of Q1 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 909 LendingTree shares in Q1 2021, an estimated $245K.
  • Mountain Capital Investment Advisors first reported a position in LendingTree in Q4 2020 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's LendingTree position peaked at $245K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held LendingTree as of Q1 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.