SkyOak Wealth’s LendingTree TREE Stock Holding History

SkyOak Wealth’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
2022 Q3	–	Sell	-11,757	Closed	-$515K	–	235
2022 Q2	$515K	Buy	11,757 +7,234	+160%	+$536K	0.18%	110
2022 Q1	$541K	Buy	+4,523	New	+$535K	0.15%	127

Other funds holding TREE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SkyOak Wealth's TREE Position: Q3 2022 in Review

SkyOak Wealth sold out of LendingTree (TREE) in Q3 2022, closing a stake of 11,757 shares — an estimated $515K sold.

SkyOak Wealth first reported a position in TREE in Q1 2022 and held it in 2 quarters. The position peaked at $541K in Q1 2022. 162 funds tracked by Wall St. Rank hold TREE as of Q3 2022.

SkyOak Wealth reported no remaining LendingTree position as of Q3 2022 after selling out during the quarter.
SkyOak Wealth sold 11,757 LendingTree shares in Q3 2022, an estimated $515K.
SkyOak Wealth first reported a position in LendingTree in Q1 2022 and held it in 2 quarters.
SkyOak Wealth's LendingTree position peaked at $541K in Q1 2022.
162 funds tracked by Wall St. Rank held LendingTree as of Q3 2022.

Based on SkyOak Wealth's 13F filing for Q3 2022, filed 25 Oct 2022.