Stephens Consulting’s LendingTree TREE Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-1	Closed	-$38	–	1092
2025 Q2	$38	Sell	1 -4	-80%	-$162	﹤0.01%	1136
2025 Q1	$252	Buy	+5	New	+$223	﹤0.01%	1502

Other funds holding TREE

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stephens Consulting's TREE Position: Q3 2025 in Review

Stephens Consulting sold out of LendingTree (TREE) in Q3 2025, closing a stake of 1 share — an estimated $38 sold.

Stephens Consulting first reported a position in TREE in Q1 2025 and held it in 2 quarters. The position peaked at $252 in Q1 2025. 185 funds tracked by Wall St. Rank hold TREE as of Q3 2025.

Stephens Consulting reported no remaining LendingTree position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 LendingTree share in Q3 2025, an estimated $38.
Stephens Consulting first reported a position in LendingTree in Q1 2025 and held it in 2 quarters.
Stephens Consulting's LendingTree position peaked at $252 in Q1 2025.
185 funds tracked by Wall St. Rank held LendingTree as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.