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Summit Securities Group’s LendingTree TREE Stock Holding History

Summit Securities 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
Q4 		– Sell
-15
Closed -$210K – 949
2021
Q3 		$210K Buy
+15
New +$2.63K 0.02% 624
2020
Q1 		– Sell
-10
Closed -$303K – 471
2019
Q4 		$303K Buy
+10
New +$3.31K 0.02% 346

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
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Securities Group's TREE Position: Q1 2025 in Review

Summit Securities Group sold out of LendingTree (TREE) in Q1 2025, closing a stake of 288 shares — an estimated $11.2K sold.

Summit Securities Group first reported a position in TREE in Q3 2022 and held it in 2 quarters. The position peaked at $11.2K in Q4 2024. 178 funds tracked by Wall St. Rank hold TREE as of Q1 2025.

  • Summit Securities Group reported no remaining LendingTree position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 288 LendingTree shares in Q1 2025, an estimated $11.2K.
  • Summit Securities Group first reported a position in LendingTree in Q3 2022 and held it in 2 quarters.
  • Summit Securities Group's LendingTree position peaked at $11.2K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held LendingTree as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.