Next Financial Group’s LendingTree TREE Stock Holding History

Next Financial Group’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 Q2	–	Sell	-60	Closed	-$13K	–	2714
2021 Q1	$13K	Buy	+60	New	+$17.1K	﹤0.01%	1808
2018 Q4	–	Sell	-7	Closed	-$2K	–	2102
2018 Q3	$2K	Buy	+7	New	+$1.66K	﹤0.01%	1333
2017 Q4	–	Sell	-8	Closed	-$2K	–	1315
2017 Q3	$2K	Buy	8 +7	+700%	+$1.51K	﹤0.01%	1627
2017 Q2	$0	Buy	+1	New	+$151	﹤0.01%	1983
2017 Q1	–	Sell	-8	Closed	-$1K	–	2269
2016 Q4	$1K	Hold	8	–	–	﹤0.01%	2317
2016 Q3	$1K	Buy	8 +7	+700%	+$697	﹤0.01%	2312
2016 Q2	$0	Hold	1	–	–	﹤0.01%	1849
2016 Q1	$0	Hold	1	–	–	﹤0.01%	1865
2015 Q4	$0	Hold	1	–	–	﹤0.01%	1944
2015 Q3	$0	Buy	+1	New	+$101	﹤0.01%	1957
2014 Q4	–	Sell	-8	Closed	–	–	2341
2014 Q3	$0	Buy	+8	New	+$232	﹤0.01%	2565

Other funds holding TREE

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Next Financial Group's TREE Position: Q2 2021 in Review

Next Financial Group sold out of LendingTree (TREE) in Q2 2021, closing a stake of 60 shares — an estimated $13K sold.

Next Financial Group first reported a position in TREE in Q3 2014 and held it in 11 quarters. The position peaked at $13K in Q1 2021. 240 funds tracked by Wall St. Rank hold TREE as of Q2 2021.

Next Financial Group reported no remaining LendingTree position as of Q2 2021 after selling out during the quarter.
Next Financial Group sold 60 LendingTree shares in Q2 2021, an estimated $13K.
Next Financial Group first reported a position in LendingTree in Q3 2014 and held it in 11 quarters.
Next Financial Group's LendingTree position peaked at $13K in Q1 2021.
240 funds tracked by Wall St. Rank held LendingTree as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.