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Sheets Smith Wealth Management’s LendingTree TREE Stock Holding History

Sheets Smith Wealth 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
2019
Q3 		– Sell
-2,196
Closed -$922K – 318
2019
Q2 		$922K Sell
2,196
-21
-0.9% -$8.03K 0.19% 132
2019
Q1 		$779K Buy
+2,217
New +$669K 0.17% 143

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sheets Smith Wealth Management's TREE Position: Q3 2019 in Review

Sheets Smith Wealth Management sold out of LendingTree (TREE) in Q3 2019, closing a stake of 2,196 shares — an estimated $922K sold.

Sheets Smith Wealth Management first reported a position in TREE in Q1 2019 and held it in 2 quarters. The position peaked at $922K in Q2 2019. 229 funds tracked by Wall St. Rank hold TREE as of Q3 2019.

  • Sheets Smith Wealth Management reported no remaining LendingTree position as of Q3 2019 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,196 LendingTree shares in Q3 2019, an estimated $922K.
  • Sheets Smith Wealth Management first reported a position in LendingTree in Q1 2019 and held it in 2 quarters.
  • Sheets Smith Wealth Management's LendingTree position peaked at $922K in Q2 2019.
  • 229 funds tracked by Wall St. Rank held LendingTree as of Q3 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.