Needham Investment Management’s LendingTree TREE Stock Holding History

Needham Investment 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
2021 Q4	–	Sell	-64,000	Closed	-$8.95M	–	126
2021 Q3	$8.95M	Buy	64,000 +59,000	+1,180%	+$10.3M	1.19%	29
2021 Q2	$1.06M	Sell	5,000 -40,000	-89%	-$8.41M	0.15%	82
2021 Q1	$9.59M	Buy	45,000 +22,500	+100%	+$6.4M	1.31%	29
2020 Q4	$6.16M	Buy	+22,500	New	+$6.68M	1.03%	36
2020 Q2	–	Sell	-20,000	Closed	-$3.67M	–	116
2020 Q1	$3.67M	Buy	20,000 +14,700	+277%	+$4.16M	1.04%	33
2019 Q4	$1.61M	Buy	+5,300	New	+$1.75M	0.44%	46
2015 Q3	–	Sell	-4,000	Closed	-$314K	–	108
2015 Q2	$314K	Sell	4,000 -3,500	-47%	-$215K	0.07%	99
2015 Q1	$420K	Sell	7,500 -2,500	-25%	-$119K	0.09%	96
2014 Q4	$483K	Sell	10,000 -5,000	-33%	-$207K	0.1%	90
2014 Q3	$538K	Sell	15,000 -10,000	-40%	-$291K	0.12%	86
2014 Q2	$729K	Buy	25,000 +15,000	+150%	+$409K	0.15%	82
2014 Q1	$310K	Buy	+10,000	New	+$326K	0.07%	98
2013 Q4	–	Sell	-15,000	Closed	-$394K	–	112
2013 Q3	$394K	Hold	15,000	–	–	0.09%	95
2013 Q2	$257K	Buy	+15,000	New	+$288K	0.06%	101

Other funds holding TREE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Needham Investment Management's TREE Position: Q4 2021 in Review

Needham Investment Management sold out of LendingTree (TREE) in Q4 2021, closing a stake of 64,000 shares — an estimated $8.95M sold.

Needham Investment Management first reported a position in TREE in Q2 2013 and held it in 14 quarters. The position peaked at $9.59M in Q1 2021. 218 funds tracked by Wall St. Rank hold TREE as of Q4 2021.

Needham Investment Management reported no remaining LendingTree position as of Q4 2021 after selling out during the quarter.
Needham Investment Management sold 64,000 LendingTree shares in Q4 2021, an estimated $8.95M.
Needham Investment Management first reported a position in LendingTree in Q2 2013 and held it in 14 quarters.
Needham Investment Management's LendingTree position peaked at $9.59M in Q1 2021.
218 funds tracked by Wall St. Rank held LendingTree as of Q4 2021.

Based on Needham Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.