Sumitomo Mitsui Trust Group
TREE icon

Sumitomo Mitsui Trust Group’s LendingTree TREE Stock Holding History

Sumitomo Mitsui Trust Group’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
-1,123,282
Closed -$239M – 1207
2021
Q1 		$239M Sell
1,123,282
-18,371
-2% -$5.23M 0.15% 155
2020
Q4 		$313M Buy
1,141,653
+150,070
+15% +$44.6M 0.2% 114
2020
Q3 		$304M Sell
991,583
-249
-0% -$79.1K 0.21% 110
2020
Q2 		$287M Buy
991,832
+203,889
+26% +$49.2M 0.2% 110
2020
Q1 		$145M Buy
787,943
+279,036
+55% +$78.9M 0.12% 182
2019
Q4 		$154M Buy
508,907
+25,368
+5% +$8.39M 0.12% 194
2019
Q3 		$150M Buy
483,539
+148,551
+44% +$50.6M 0.13% 182
2019
Q2 		$141M Sell
334,988
-248,498
-43% -$95.1M 0.13% 189
2019
Q1 		$205M Sell
583,486
-51,824
-8% -$15.6M 0.19% 118
2018
Q4 		$140M Buy
635,310
+75,886
+14% +$17.2M 0.15% 152
2018
Q3 		$129M Buy
559,424
+181,491
+48% +$43.1M 0.14% 165
2018
Q2 		$80.8M Buy
377,933
+104,835
+38% +$29.1M 0.09% 233
2018
Q1 		$89.6M Buy
273,098
+41,798
+18% +$15M 0.12% 196
2017
Q4 		$78.7M Buy
231,300
+51,500
+29% +$14.6M 0.1% 219
2017
Q3 		$44M Buy
179,800
+50,200
+39% +$10.8M 0.06% 332
2017
Q2 		$22.3M Buy
129,600
+120,100
+1,264% +$18.1M 0.03% 546
2017
Q1 		$1.19M Buy
9,500
+4,000
+73% +$456K ﹤0.01% 769
2016
Q4 		$557K Buy
+5,500
New +$524K ﹤0.01% 810

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group's TREE Position: Q2 2021 in Review

Sumitomo Mitsui Trust Group sold out of LendingTree (TREE) in Q2 2021, closing a stake of 1,123,282 shares — an estimated $239M sold.

Sumitomo Mitsui Trust Group first reported a position in TREE in Q4 2016 and held it in 18 quarters. The position peaked at $313M in Q4 2020. 240 funds tracked by Wall St. Rank hold TREE as of Q2 2021.

  • Sumitomo Mitsui Trust Group reported no remaining LendingTree position as of Q2 2021 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 1,123,282 LendingTree shares in Q2 2021, an estimated $239M.
  • Sumitomo Mitsui Trust Group first reported a position in LendingTree in Q4 2016 and held it in 18 quarters.
  • Sumitomo Mitsui Trust Group's LendingTree position peaked at $313M in Q4 2020.
  • 240 funds tracked by Wall St. Rank held LendingTree as of Q2 2021.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2021, filed 2 Aug 2021.