NEI
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Northwest & Ethical Investments’s LendingTree TREE Stock Holding History

Northwest & Ethical Investments’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
Q4 		– Sell
-12,262
Closed -$293K – 426
2022
Q3 		$293K Hold
12,262
– – 0.01% 372
2022
Q2 		$537K Buy
12,262
+1,062
+9% +$78.7K 0.02% 346
2022
Q1 		$1.34M Buy
11,200
+6,600
+143% +$780K 0.04% 282
2021
Q4 		$564K Buy
+4,600
New +$612K 0.02% 339

Other funds holding TREE

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MAM
Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwest & Ethical Investments's TREE Position: Q4 2022 in Review

Northwest & Ethical Investments sold out of LendingTree (TREE) in Q4 2022, closing a stake of 12,262 shares — an estimated $293K sold.

Northwest & Ethical Investments first reported a position in TREE in Q4 2021 and held it in 4 quarters. The position peaked at $1.34M in Q1 2022. 146 funds tracked by Wall St. Rank hold TREE as of Q4 2022.

  • Northwest & Ethical Investments reported no remaining LendingTree position as of Q4 2022 after selling out during the quarter.
  • Northwest & Ethical Investments sold 12,262 LendingTree shares in Q4 2022, an estimated $293K.
  • Northwest & Ethical Investments first reported a position in LendingTree in Q4 2021 and held it in 4 quarters.
  • Northwest & Ethical Investments's LendingTree position peaked at $1.34M in Q1 2022.
  • 146 funds tracked by Wall St. Rank held LendingTree as of Q4 2022.

Based on Northwest & Ethical Investments's 13F filing for Q4 2022, filed 9 Jul 2025.