OQS
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Occudo Quantitative Strategies’s LendingTree TREE Stock Holding History

Occudo Quantitative Strategies’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
-50,714
Closed -$1.21M – 1372
2022
Q3 		$1.21M Buy
50,714
+42,326
+505% +$1.65M 0.09% 331
2022
Q2 		$368K Buy
8,388
+657
+8% +$48.7K 0.03% 721
2022
Q1 		$925K Sell
7,731
-1,315
-15% -$155K 0.08% 407
2021
Q4 		$1.11M Buy
9,046
+6,558
+264% +$872K 0.1% 325
2021
Q3 		$348K Buy
+2,488
New +$436K 0.04% 678

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

Occudo Quantitative Strategies's TREE Position: Q4 2022 in Review

Occudo Quantitative Strategies sold out of LendingTree (TREE) in Q4 2022, closing a stake of 50,714 shares — an estimated $1.21M sold.

Occudo Quantitative Strategies first reported a position in TREE in Q3 2021 and held it in 5 quarters. The position peaked at $1.21M in Q3 2022. 146 funds tracked by Wall St. Rank hold TREE as of Q4 2022.

  • Occudo Quantitative Strategies reported no remaining LendingTree position as of Q4 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 50,714 LendingTree shares in Q4 2022, an estimated $1.21M.
  • Occudo Quantitative Strategies first reported a position in LendingTree in Q3 2021 and held it in 5 quarters.
  • Occudo Quantitative Strategies's LendingTree position peaked at $1.21M in Q3 2022.
  • 146 funds tracked by Wall St. Rank held LendingTree as of Q4 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2022, filed 14 Feb 2023.