Stifel Financial’s LendingTree TREE Stock Holding History

Stifel Financial’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	-2,081	Closed	-$443K	–	3385
2021 Q1	$443K	Buy	2,081 +928	+80%	+$264K	﹤0.01%	2561
2020 Q4	$316K	Buy	+1,153	New	+$343K	﹤0.01%	2569
2019 Q3	–	Sell	-1,844	Closed	-$776K	–	2976
2019 Q2	$776K	Buy	1,844 +1,267	+220%	+$485K	﹤0.01%	1960
2019 Q1	$200K	Buy	+577	New	+$174K	﹤0.01%	2596

Other funds holding TREE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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 $666B 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 $5.77B AUM 36.85% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial's TREE Position: Q2 2021 in Review

Stifel Financial sold out of LendingTree (TREE) in Q2 2021, closing a stake of 2,081 shares — an estimated $443K sold.

Stifel Financial first reported a position in TREE in Q1 2019 and held it in 4 quarters. The position peaked at $776K in Q2 2019. 240 funds tracked by Wall St. Rank hold TREE as of Q2 2021.

Stifel Financial reported no remaining LendingTree position as of Q2 2021 after selling out during the quarter.
Stifel Financial sold 2,081 LendingTree shares in Q2 2021, an estimated $443K.
Stifel Financial first reported a position in LendingTree in Q1 2019 and held it in 4 quarters.
Stifel Financial's LendingTree position peaked at $776K in Q2 2019.
240 funds tracked by Wall St. Rank held LendingTree as of Q2 2021.

Based on Stifel Financial's 13F filing for Q2 2021, filed 13 Aug 2021.