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Pathstone Family Office’s LendingTree TREE Stock Holding History

Pathstone Family Office’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
2018
Q2 		– Sell
-235
Closed -$77K – 322
2018
Q1 		$77K Buy
+235
New +$84.6K 0.04% 81

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pathstone Family Office's TREE Position: Q2 2018 in Review

Pathstone Family Office sold out of LendingTree (TREE) in Q2 2018, closing a stake of 235 shares — an estimated $77K sold.

Pathstone Family Office first reported a position in TREE in Q1 2018 and held it in 1 quarter. The position peaked at $77K in Q1 2018. 242 funds tracked by Wall St. Rank hold TREE as of Q2 2018.

  • Pathstone Family Office reported no remaining LendingTree position as of Q2 2018 after selling out during the quarter.
  • Pathstone Family Office sold 235 LendingTree shares in Q2 2018, an estimated $77K.
  • Pathstone Family Office first reported a position in LendingTree in Q1 2018 and held it in 1 quarter.
  • Pathstone Family Office's LendingTree position peaked at $77K in Q1 2018.
  • 242 funds tracked by Wall St. Rank held LendingTree as of Q2 2018.

Based on Pathstone Family Office's 13F filing for Q2 2018, filed 10 Aug 2018.