SKK
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Shepherd Kaplan Krochuk’s LendingTree TREE Stock Holding History

Shepherd Kaplan Krochuk’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
2017
Q4 		– Sell
-1,800
Closed -$440K – 266
2017
Q3 		$440K Buy
+1,800
New +$389K 0.36% 85

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Shepherd Kaplan Krochuk's TREE Position: Q4 2017 in Review

Shepherd Kaplan Krochuk sold out of LendingTree (TREE) in Q4 2017, closing a stake of 1,800 shares — an estimated $440K sold.

Shepherd Kaplan Krochuk first reported a position in TREE in Q3 2017 and held it in 1 quarter. The position peaked at $440K in Q3 2017. 239 funds tracked by Wall St. Rank hold TREE as of Q4 2017.

  • Shepherd Kaplan Krochuk reported no remaining LendingTree position as of Q4 2017 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 1,800 LendingTree shares in Q4 2017, an estimated $440K.
  • Shepherd Kaplan Krochuk first reported a position in LendingTree in Q3 2017 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's LendingTree position peaked at $440K in Q3 2017.
  • 239 funds tracked by Wall St. Rank held LendingTree as of Q4 2017.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2017, filed 13 Feb 2018.