MAM
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MWA Asset Management’s LendingTree TREE Stock Holding History

MWA Asset Management’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
2025
Q1 		– Sell
-14,829
Closed -$575K – 126
2024
Q4 		$575K Sell
14,829
-6,899
-32% -$331K 0.38% 74
2024
Q3 		$1.26M Buy
21,728
+5,072
+30% +$262K 0.84% 38
2024
Q2 		$693K Sell
16,656
-2,149
-11% -$90.7K 0.49% 63
2024
Q1 		$796K Buy
+18,805
New +$658K 0.58% 59

Other funds holding TREE

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 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
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MWA Asset Management's TREE Position: Q1 2025 in Review

MWA Asset Management sold out of LendingTree (TREE) in Q1 2025, closing a stake of 14,829 shares — an estimated $575K sold.

MWA Asset Management first reported a position in TREE in Q1 2024 and held it in 4 quarters. The position peaked at $1.26M in Q3 2024. 178 funds tracked by Wall St. Rank hold TREE as of Q1 2025.

  • MWA Asset Management reported no remaining LendingTree position as of Q1 2025 after selling out during the quarter.
  • MWA Asset Management sold 14,829 LendingTree shares in Q1 2025, an estimated $575K.
  • MWA Asset Management first reported a position in LendingTree in Q1 2024 and held it in 4 quarters.
  • MWA Asset Management's LendingTree position peaked at $1.26M in Q3 2024.
  • 178 funds tracked by Wall St. Rank held LendingTree as of Q1 2025.

Based on MWA Asset Management's 13F filing for Q1 2025, filed 9 May 2025.