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	–	2526
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 $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

SAM

Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's TREE Position: Q2 2021 in Review

Sowell Financial Services sold out of LendingTree (TREE) in Q2 2021, closing a stake of 30 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in TREE in Q3 2019 and held it in 7 quarters. The position peaked at $47K in Q4 2019. 240 funds tracked by Wall St. Rank hold TREE as of Q2 2021.

Sowell Financial Services reported no remaining LendingTree position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 30 LendingTree shares in Q2 2021, an estimated $6K.
Sowell Financial Services first reported a position in LendingTree in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's LendingTree position peaked at $47K in Q4 2019.
240 funds tracked by Wall St. Rank held LendingTree as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.