Stevens Capital Management’s LendingTree TREE Stock Holding History

Stevens Capital Management’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
2020 Q1	–	Sell	-908	Closed	-$276K	–	414
2019 Q4	$276K	Buy	+908	New	+$300K	0.03%	465
2018 Q4	–	Sell	-7,088	Closed	-$1.63M	–	924
2018 Q3	$1.63M	Buy	7,088 +4,194	+145%	+$997K	0.06%	337
2018 Q2	$619K	Buy	2,894 +1,562	+117%	+$433K	0.02%	505
2018 Q1	$437K	Buy	1,332 +489	+58%	+$176K	0.02%	540
2017 Q4	$287K	Buy	+843	New	+$239K	0.01%	671
2016 Q1	–	Sell	-6,970	Closed	-$622K	–	1114
2015 Q4	$622K	Buy	+6,970	New	+$717K	0.02%	517

Other funds holding TREE

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Stevens Capital Management's TREE Position: Q1 2020 in Review

Stevens Capital Management sold out of LendingTree (TREE) in Q1 2020, closing a stake of 908 shares — an estimated $276K sold.

Stevens Capital Management first reported a position in TREE in Q4 2015 and held it in 6 quarters. The position peaked at $1.63M in Q3 2018. 215 funds tracked by Wall St. Rank hold TREE as of Q1 2020.

Stevens Capital Management reported no remaining LendingTree position as of Q1 2020 after selling out during the quarter.
Stevens Capital Management sold 908 LendingTree shares in Q1 2020, an estimated $276K.
Stevens Capital Management first reported a position in LendingTree in Q4 2015 and held it in 6 quarters.
Stevens Capital Management's LendingTree position peaked at $1.63M in Q3 2018.
215 funds tracked by Wall St. Rank held LendingTree as of Q1 2020.

Based on Stevens Capital Management's 13F filing for Q1 2020, filed 21 Apr 2020.