SEI Investments
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SEI Investments’s LendingTree TREE Stock Holding History

SEI Investments’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
2024
Q3 		– Sell
-11,658
Closed -$485K – 2763
2024
Q2 		$485K Buy
11,658
+6,467
+125% +$273K ﹤0.01% 2160
2024
Q1 		$220K Sell
5,191
-6,486
-56% -$227K ﹤0.01% 2402
2023
Q4 		$354K Buy
+11,677
New +$212K ﹤0.01% 2246
2021
Q4 		– Sell
-14,589
Closed -$2.04M – 2666
2021
Q3 		$2.04M Sell
14,589
-588
-4% -$103K ﹤0.01% 1491
2021
Q2 		$3.22M Sell
15,177
-4,699
-24% -$988K 0.01% 1290
2021
Q1 		$4.57M Buy
19,876
+6,300
+46% +$1.79M 0.01% 1068
2020
Q4 		$3.72M Sell
13,576
-60,220
-82% -$17.9M 0.01% 1103
2020
Q3 		$22.6M Sell
73,796
-4,604
-6% -$1.46M 0.07% 282
2020
Q2 		$22.7M Buy
78,400
+4,224
+6% +$1.02M 0.07% 272
2020
Q1 		$13.6M Buy
74,176
+4,060
+6% +$1.15M 0.05% 358
2019
Q4 		$21.3M Buy
70,116
+9,304
+15% +$3.08M 0.06% 303
2019
Q3 		$18.9M Sell
60,812
-17,349
-22% -$5.91M 0.05% 343
2019
Q2 		$32.8M Sell
78,161
-12,047
-13% -$4.61M 0.11% 183
2019
Q1 		$31.7M Buy
90,208
+1,622
+2% +$490K 0.11% 190
2018
Q4 		$20.4M Sell
88,586
-2,487
-3% -$565K 0.07% 287
2018
Q3 		$20.9M Buy
91,073
+10,097
+12% +$2.4M 0.08% 261
2018
Q2 		$17.3M Sell
80,976
-419
-0.5% -$116K 0.06% 348
2018
Q1 		$26.7M Sell
81,395
-21,068
-21% -$7.58M 0.1% 194
2017
Q4 		$34.9M Sell
102,463
-35,848
-26% -$10.2M 0.12% 162
2017
Q3 		$33.8M Buy
138,311
+288
+0.2% +$62.2K 0.12% 170
2017
Q2 		$23.8M Buy
138,023
+8,256
+6% +$1.24M 0.09% 243
2017
Q1 		$16.3M Buy
129,767
+17,565
+16% +$2M 0.07% 332
2016
Q4 		$11.4M Buy
112,202
+49,315
+78% +$4.7M 0.06% 444
2016
Q3 		$6.09M Sell
62,887
-2,405
-4% -$239K 0.03% 632
2016
Q2 		$5.77M Buy
+65,292
New +$5.53M 0.03% 598

Other funds holding TREE

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
SCM
Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SEI Investments's TREE Position: Q3 2024 in Review

SEI Investments sold out of LendingTree (TREE) in Q3 2024, closing a stake of 11,658 shares — an estimated $485K sold.

SEI Investments first reported a position in TREE in Q2 2016 and held it in 25 quarters. The position peaked at $34.9M in Q4 2017. 177 funds tracked by Wall St. Rank hold TREE as of Q3 2024.

  • SEI Investments reported no remaining LendingTree position as of Q3 2024 after selling out during the quarter.
  • SEI Investments sold 11,658 LendingTree shares in Q3 2024, an estimated $485K.
  • SEI Investments first reported a position in LendingTree in Q2 2016 and held it in 25 quarters.
  • SEI Investments's LendingTree position peaked at $34.9M in Q4 2017.
  • 177 funds tracked by Wall St. Rank held LendingTree as of Q3 2024.

Based on SEI Investments's 13F filing for Q3 2024, filed 12 Nov 2024.