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Reilly Financial Advisors’s LendingTree TREE Stock Holding History

Reilly Financial 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
2021
Q3 		– Sell
-35
Closed -$7K – 1054
2021
Q2 		$7K Hold
35
– – ﹤0.01% 758
2021
Q1 		$7K Buy
+35
New +$9.96K ﹤0.01% 760

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reilly Financial Advisors's TREE Position: Q3 2021 in Review

Reilly Financial Advisors sold out of LendingTree (TREE) in Q3 2021, closing a stake of 35 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in TREE in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 230 funds tracked by Wall St. Rank hold TREE as of Q3 2021.

  • Reilly Financial Advisors reported no remaining LendingTree position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 35 LendingTree shares in Q3 2021, an estimated $7K.
  • Reilly Financial Advisors first reported a position in LendingTree in Q1 2021 and held it in 2 quarters.
  • Reilly Financial Advisors's LendingTree position peaked at $7K in Q2 2021.
  • 230 funds tracked by Wall St. Rank held LendingTree as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.