Polen Capital Management’s LendingTree TREE Stock Holding History

Polen Capital 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
2021 Q1	–	Sell	-16,965	Closed	-$4.64M	–	77
2020 Q4	$4.64M	Buy	16,965 +2,933	+21%	+$871K	0.01%	61
2020 Q3	$4.31M	Buy	14,032 +2,202	+19%	+$699K	0.01%	55
2020 Q2	$3.42M	Buy	11,830 +6,678	+130%	+$1.61M	0.01%	45
2020 Q1	$945K	Buy	5,152 +2,087	+68%	+$590K	﹤0.01%	58
2019 Q4	$930K	Buy	3,065 +420	+16%	+$139K	﹤0.01%	52
2019 Q3	$821K	Buy	2,645 +38	+1%	+$13K	﹤0.01%	50
2019 Q2	$1.09M	Buy	2,607 +182	+8%	+$69.6K	0.01%	37
2019 Q1	$853K	Buy	2,425 +163	+7%	+$49.2K	﹤0.01%	45
2018 Q4	$497K	Buy	2,262 +716	+46%	+$163K	﹤0.01%	53
2018 Q3	$356K	Buy	1,546 +479	+45%	+$114K	﹤0.01%	56
2018 Q2	$228K	Buy	1,067 +118	+12%	+$32.7K	﹤0.01%	58
2018 Q1	$311K	Buy	949 +283	+42%	+$102K	﹤0.01%	49
2017 Q4	$227K	Buy	+666	New	+$189K	﹤0.01%	49

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

Polen Capital Management's TREE Position: Q1 2021 in Review

Polen Capital Management sold out of LendingTree (TREE) in Q1 2021, closing a stake of 16,965 shares — an estimated $4.64M sold.

Polen Capital Management first reported a position in TREE in Q4 2017 and held it in 13 quarters. The position peaked at $4.64M in Q4 2020. 243 funds tracked by Wall St. Rank hold TREE as of Q1 2021.

Polen Capital Management reported no remaining LendingTree position as of Q1 2021 after selling out during the quarter.
Polen Capital Management sold 16,965 LendingTree shares in Q1 2021, an estimated $4.64M.
Polen Capital Management first reported a position in LendingTree in Q4 2017 and held it in 13 quarters.
Polen Capital Management's LendingTree position peaked at $4.64M in Q4 2020.
243 funds tracked by Wall St. Rank held LendingTree as of Q1 2021.

Based on Polen Capital Management's 13F filing for Q1 2021, filed 12 May 2021.