OSAM
TREE icon

O'Shaughnessy Asset Management’s LendingTree TREE Stock Holding History

O'Shaughnessy Asset 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
2020
Q1 		– Sell
-52
Closed -$16K – 1797
2019
Q4 		$16K Buy
+52
New +$17.2K ﹤0.01% 1196

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

O'Shaughnessy Asset Management's TREE Position: Q1 2020 in Review

O'Shaughnessy Asset Management sold out of LendingTree (TREE) in Q1 2020, closing a stake of 52 shares — an estimated $16K sold.

O'Shaughnessy Asset Management first reported a position in TREE in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 215 funds tracked by Wall St. Rank hold TREE as of Q1 2020.

  • O'Shaughnessy Asset Management reported no remaining LendingTree position as of Q1 2020 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 52 LendingTree shares in Q1 2020, an estimated $16K.
  • O'Shaughnessy Asset Management first reported a position in LendingTree in Q4 2019 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's LendingTree position peaked at $16K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held LendingTree as of Q1 2020.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2020, filed 13 May 2020.