Planned Solutions’s LendingTree TREE Stock Holding History

Planned Solutions’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
2021 Q1	–	Sell	-25	Closed	-$7K	–	374
2020 Q4	$7K	Buy	+25	New	+$7.43K	0.01%	352

Other funds holding TREE

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Planned Solutions's TREE Position: Q1 2021 in Review

Planned Solutions sold out of LendingTree (TREE) in Q1 2021, closing a stake of 25 shares — an estimated $7K sold.

Planned Solutions first reported a position in TREE in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 243 funds tracked by Wall St. Rank hold TREE as of Q1 2021.

Planned Solutions reported no remaining LendingTree position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 25 LendingTree shares in Q1 2021, an estimated $7K.
Planned Solutions first reported a position in LendingTree in Q4 2020 and held it in 1 quarter.
Planned Solutions's LendingTree position peaked at $7K in Q4 2020.
243 funds tracked by Wall St. Rank held LendingTree as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.