Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
LendingTree
TREE
Stock Holding History
Sowell Financial Services’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
2021
Q2
–
Sell
-30
Closed
-$6K
–
2530
2021
Q1
$6K
Hold
30
–
–
﹤0.01%
2555
2020
Q4
$8K
Buy
30
+23
+329%
+$6.83K
﹤0.01%
2134
2020
Q3
$2K
Hold
7
–
–
﹤0.01%
2278
2020
Q2
$2K
Sell
7
-112
-94%
-$27.1K
﹤0.01%
2208
2020
Q1
$22K
Sell
119
-35
-23%
-$9.9K
﹤0.01%
1364
2019
Q4
$47K
Buy
154
+146
+1,825%
+$48.3K
﹤0.01%
1169
2019
Q3
$2K
Buy
+8
New
+$2.73K
﹤0.01%
2142
Other funds holding TREE
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
TCM
TimesSquare Capital Management
New York
$5.89B AUM
28.74%
1-Year Est. Return
SAM
Scopus Asset Management
New York
$3.19B AUM
36.85%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close