Stephens Inc’s LendingTree TREE Stock Holding History

Stephens Inc’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
2023 Q4	–	Sell	-31,438	Closed	-$487K	–	1294
2023 Q3	$487K	Buy	+31,438	New	+$637K	0.01%	734

Other funds holding TREE

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

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

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

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

SCM

Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Stephens Inc's TREE Position: Q4 2023 in Review

Stephens Inc sold out of LendingTree (TREE) in Q4 2023, closing a stake of 31,438 shares — an estimated $487K sold.

Stephens Inc first reported a position in TREE in Q3 2023 and held it in 1 quarter. The position peaked at $487K in Q3 2023. 134 funds tracked by Wall St. Rank hold TREE as of Q4 2023.

Stephens Inc reported no remaining LendingTree position as of Q4 2023 after selling out during the quarter.
Stephens Inc sold 31,438 LendingTree shares in Q4 2023, an estimated $487K.
Stephens Inc first reported a position in LendingTree in Q3 2023 and held it in 1 quarter.
Stephens Inc's LendingTree position peaked at $487K in Q3 2023.
134 funds tracked by Wall St. Rank held LendingTree as of Q4 2023.

Based on Stephens Inc's 13F filing for Q4 2023, filed 13 Feb 2024.