SMDAM
TREE icon

Sumitomo Mitsui DS Asset Management’s LendingTree TREE Stock Holding History

Sumitomo Mitsui DS Asset 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
2019
Q2 		– Sell
-231,875
Closed -$81.5M – 791
2019
Q1 		$81.5M Sell
231,875
-43,145
-16% -$13M 1.35% 11
2018
Q4 		$60.4M Buy
275,020
+22,715
+9% +$5.16M 1.09% 23
2018
Q3 		$58.1M Sell
252,305
-35,715
-12% -$8.49M 0.89% 27
2018
Q2 		$61.6M Buy
288,020
+33,935
+13% +$9.41M 0.95% 27
2018
Q1 		$83.4M Buy
254,085
+47,805
+23% +$17.2M 1.23% 17
2017
Q4 		$70.2M Sell
206,280
-19,445
-9% -$5.52M 1.05% 16
2017
Q3 		$55.2M Sell
225,725
-15,670
-6% -$3.38M 0.86% 29
2017
Q2 		$41.6M Sell
241,395
-29,280
-11% -$4.41M 0.68% 36
2017
Q1 		$33.9M Buy
270,675
+17,765
+7% +$2.03M 0.57% 46
2016
Q4 		$25.6M Buy
252,910
+51,765
+26% +$4.94M 0.49% 53
2016
Q3 		$19.5M Buy
+201,145
New +$20M 0.42% 69

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return