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SG Capital Management’s LendingTree TREE Stock Holding History

SG Capital Management’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
Q1 		– Sell
-39,452
Closed -$1.2M – 74
2023
Q4 		$1.2M Buy
+39,452
New +$715K 0.36% 38
2017
Q2 		– Sell
-110,451
Closed -$13.8M – 71
2017
Q1 		$13.8M Buy
+110,451
New +$12.6M 3.38% 9
2014
Q3 		– Sell
-27,088
Closed -$789K – 78
2014
Q2 		$789K Sell
27,088
-47,780
-64% -$1.3M 0.22% 51
2014
Q1 		$2.32M Buy
74,868
+35,221
+89% +$1.15M 0.76% 31
2013
Q4 		$1.3M Buy
+39,647
New +$1.19M 0.71% 26

Other funds holding TREE

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Shenkman Capital Management New York $831M AUM 0.26% 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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SG Capital Management's TREE Position: Q1 2024 in Review

SG Capital Management sold out of LendingTree (TREE) in Q1 2024, closing a stake of 39,452 shares — an estimated $1.2M sold.

SG Capital Management first reported a position in TREE in Q4 2013 and held it in 5 quarters. The position peaked at $13.8M in Q1 2017. 156 funds tracked by Wall St. Rank hold TREE as of Q1 2024.

  • SG Capital Management reported no remaining LendingTree position as of Q1 2024 after selling out during the quarter.
  • SG Capital Management sold 39,452 LendingTree shares in Q1 2024, an estimated $1.2M.
  • SG Capital Management first reported a position in LendingTree in Q4 2013 and held it in 5 quarters.
  • SG Capital Management's LendingTree position peaked at $13.8M in Q1 2017.
  • 156 funds tracked by Wall St. Rank held LendingTree as of Q1 2024.

Based on SG Capital Management's 13F filing for Q1 2024, filed 15 May 2024.