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Raymond James Financial Services Advisors’s LendingTree TREE Stock Holding History

Raymond James Financial Services Advisors’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
2020
Q4 		– Sell
-2,240
Closed -$687K – 3079
2020
Q3 		$687K Buy
+2,240
New +$711K ﹤0.01% 1781
2018
Q4 		– Sell
-1,319
Closed -$304K – 2828
2018
Q3 		$304K Buy
+1,319
New +$314K ﹤0.01% 2273

Other funds holding TREE

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial Services Advisors's TREE Position: Q4 2020 in Review

Raymond James Financial Services Advisors sold out of LendingTree (TREE) in Q4 2020, closing a stake of 2,240 shares — an estimated $687K sold.

Raymond James Financial Services Advisors first reported a position in TREE in Q3 2018 and held it in 2 quarters. The position peaked at $687K in Q3 2020. 257 funds tracked by Wall St. Rank hold TREE as of Q4 2020.

  • Raymond James Financial Services Advisors reported no remaining LendingTree position as of Q4 2020 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 2,240 LendingTree shares in Q4 2020, an estimated $687K.
  • Raymond James Financial Services Advisors first reported a position in LendingTree in Q3 2018 and held it in 2 quarters.
  • Raymond James Financial Services Advisors's LendingTree position peaked at $687K in Q3 2020.
  • 257 funds tracked by Wall St. Rank held LendingTree as of Q4 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.