NIA Impact Advisors’s LendingTree TREE Stock Holding History

NIA Impact 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
2022 Q2	–	Sell	-4,852	Closed	-$581K	–	69
2022 Q1	$581K	Buy	4,852 +74	+2%	+$8.75K	0.28%	54
2021 Q4	$571K	Buy	4,778 +95	+2%	+$12.6K	0.3%	51
2021 Q3	$655K	Buy	4,683 +2,577	+122%	+$452K	0.28%	50
2021 Q2	$446K	Buy	2,106 +9	+0.4%	+$1.89K	0.22%	50
2021 Q1	$447K	Buy	2,097 +506	+32%	+$144K	0.24%	48
2020 Q4	$428K	Buy	+1,591	New	+$473K	0.22%	49

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

NIA Impact Advisors's TREE Position: Q2 2022 in Review

NIA Impact Advisors sold out of LendingTree (TREE) in Q2 2022, closing a stake of 4,852 shares — an estimated $581K sold.

NIA Impact Advisors first reported a position in TREE in Q4 2020 and held it in 6 quarters. The position peaked at $655K in Q3 2021. 187 funds tracked by Wall St. Rank hold TREE as of Q2 2022.

NIA Impact Advisors reported no remaining LendingTree position as of Q2 2022 after selling out during the quarter.
NIA Impact Advisors sold 4,852 LendingTree shares in Q2 2022, an estimated $581K.
NIA Impact Advisors first reported a position in LendingTree in Q4 2020 and held it in 6 quarters.
NIA Impact Advisors's LendingTree position peaked at $655K in Q3 2021.
187 funds tracked by Wall St. Rank held LendingTree as of Q2 2022.

Based on NIA Impact Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.