SWP
TREE icon

Stratos Wealth Partners’s LendingTree TREE Stock Holding History

Stratos Wealth Partners’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
2024
Q3 		– Sell
-5,083
Closed -$211K – 1517
2024
Q2 		$211K Buy
+5,083
New +$214K ﹤0.01% 1254
2018
Q4 		– Sell
-23
Closed -$5K – 2360
2018
Q3 		$5K Buy
+23
New +$5.47K ﹤0.01% 2471
2018
Q2 		– Sell
-23
Closed -$8K – 2440
2018
Q1 		$8K Hold
23
– – ﹤0.01% 2428
2017
Q4 		$8K Buy
+23
New +$6.53K ﹤0.01% 2242

Other funds holding TREE

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's TREE Position: Q3 2024 in Review

Stratos Wealth Partners sold out of LendingTree (TREE) in Q3 2024, closing a stake of 5,083 shares — an estimated $211K sold.

Stratos Wealth Partners first reported a position in TREE in Q4 2017 and held it in 4 quarters. The position peaked at $211K in Q2 2024. 177 funds tracked by Wall St. Rank hold TREE as of Q3 2024.

  • Stratos Wealth Partners reported no remaining LendingTree position as of Q3 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,083 LendingTree shares in Q3 2024, an estimated $211K.
  • Stratos Wealth Partners first reported a position in LendingTree in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's LendingTree position peaked at $211K in Q2 2024.
  • 177 funds tracked by Wall St. Rank held LendingTree as of Q3 2024.

Based on Stratos Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.