RJA
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Raymond James & Associates’s LendingTree TREE Stock Holding History

Raymond James & Associates’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
Q2 		– Sell
-1,215
Closed -$259K – 4204
2021
Q1 		$259K Sell
1,215
-21
-2% -$5.98K ﹤0.01% 3460
2020
Q4 		$338K Sell
1,236
-2,797
-69% -$831K ﹤0.01% 3058
2020
Q3 		$1.24M Buy
4,033
+2,195
+119% +$697K ﹤0.01% 2046
2020
Q2 		$532K Buy
1,838
+367
+25% +$88.6K ﹤0.01% 2538
2020
Q1 		$270K Sell
1,471
-2,197
-60% -$622K ﹤0.01% 2839
2019
Q4 		$1.11M Buy
3,668
+2,082
+131% +$689K ﹤0.01% 2212
2019
Q3 		$492K Sell
1,586
-512
-24% -$174K ﹤0.01% 2658
2019
Q2 		$881K Buy
2,098
+106
+5% +$40.6K ﹤0.01% 2292
2019
Q1 		$700K Buy
1,992
+835
+72% +$252K ﹤0.01% 2424
2018
Q4 		$254K Buy
1,157
+203
+21% +$46.1K ﹤0.01% 2968
2018
Q3 		$220K Sell
954
-3,382
-78% -$804K ﹤0.01% 3241
2018
Q2 		$927K Sell
4,336
-7,393
-63% -$2.05M ﹤0.01% 2265
2018
Q1 		$3.85M Buy
11,729
+1,174
+11% +$423K 0.01% 1296
2017
Q4 		$3.59M Sell
10,555
-1,245
-11% -$354K 0.01% 1317
2017
Q3 		$2.88M Buy
11,800
+4,968
+73% +$1.07M 0.01% 1388
2017
Q2 		$1.18M Sell
6,832
-3,642
-35% -$548K ﹤0.01% 1923
2017
Q1 		$1.31M Buy
10,474
+323
+3% +$36.8K ﹤0.01% 1803
2016
Q4 		$1.03M Sell
10,151
-57
-0.6% -$5.43K ﹤0.01% 1910
2016
Q3 		$989K Sell
10,208
-2,439
-19% -$243K ﹤0.01% 1891
2016
Q2 		$1.12M Buy
12,647
+5,969
+89% +$506K ﹤0.01% 1679
2016
Q1 		$653K Buy
+6,678
New +$522K ﹤0.01% 1904

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James & Associates's TREE Position: Q2 2021 in Review

Raymond James & Associates sold out of LendingTree (TREE) in Q2 2021, closing a stake of 1,215 shares — an estimated $259K sold.

Raymond James & Associates first reported a position in TREE in Q1 2016 and held it in 21 quarters. The position peaked at $3.85M in Q1 2018. 240 funds tracked by Wall St. Rank hold TREE as of Q2 2021.

  • Raymond James & Associates reported no remaining LendingTree position as of Q2 2021 after selling out during the quarter.
  • Raymond James & Associates sold 1,215 LendingTree shares in Q2 2021, an estimated $259K.
  • Raymond James & Associates first reported a position in LendingTree in Q1 2016 and held it in 21 quarters.
  • Raymond James & Associates's LendingTree position peaked at $3.85M in Q1 2018.
  • 240 funds tracked by Wall St. Rank held LendingTree as of Q2 2021.

Based on Raymond James & Associates's 13F filing for Q2 2021, filed 11 Aug 2021.