Private Ocean’s LendingTree TREE Stock Holding History

Private Ocean’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 Q3	–	Sell	-25	Closed	-$1K	–	640
2022 Q2	$1K	Buy	+25	New	+$1.85K	﹤0.01%	453
2018 Q1	–	Sell	-19	Closed	-$6K	–	517
2017 Q4	$6K	Buy	+19	New	+$5.4K	﹤0.01%	269

Other funds holding TREE

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Ocean's TREE Position: Q3 2022 in Review

Private Ocean sold out of LendingTree (TREE) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

Private Ocean first reported a position in TREE in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 162 funds tracked by Wall St. Rank hold TREE as of Q3 2022.

Private Ocean reported no remaining LendingTree position as of Q3 2022 after selling out during the quarter.
Private Ocean sold 25 LendingTree shares in Q3 2022, an estimated $1K.
Private Ocean first reported a position in LendingTree in Q4 2017 and held it in 2 quarters.
Private Ocean's LendingTree position peaked at $6K in Q4 2017.
162 funds tracked by Wall St. Rank held LendingTree as of Q3 2022.

Based on Private Ocean's 13F filing for Q3 2022, filed 24 Oct 2022.