Sutton Wealth Advisors’s LendingTree TREE Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-674	Closed	-$14.4K	–	1504
2022 Q4	$14.4K	Buy	674 +119	+21%	+$2.71K	0.01%	822
2022 Q3	$13.2K	Buy	555 +51	+10%	+$1.99K	0.01%	804
2022 Q2	$22.1K	Buy	+504	New	+$37.4K	0.01%	645
2022 Q1	–	Sell	-181	Closed	-$22.2K	–	1718
2021 Q4	$22.2K	Buy	+181	New	+$24.1K	0.01%	670
2018 Q4	–	Sell	-44	Closed	-$10.1K	–	1183
2018 Q3	$10.1K	Hold	44	–	–	0.01%	780
2018 Q2	$9.41K	Sell	44 -19	-30%	-$5.27K	0.01%	847
2018 Q1	$20.7K	Sell	63 -50	-44%	-$18K	0.01%	556
2017 Q4	$38.5K	Hold	113	–	–	0.03%	346
2017 Q3	$27.6K	Hold	113	–	–	0.02%	430
2017 Q2	$19.5K	Hold	113	–	–	0.02%	539
2017 Q1	$14.2K	Hold	113	–	–	0.01%	628
2016 Q4	$11.5K	Hold	113	–	–	0.01%	654
2016 Q3	$11K	Buy	+113	New	+$11.2K	0.01%	638
2016 Q2	–	Sell	-67	Closed	-$6.55K	–	1062
2016 Q1	$6.55K	Buy	+67	New	+$5.23K	0.01%	688

Other funds holding TREE

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sutton Wealth Advisors's TREE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of LendingTree (TREE) in Q1 2023, closing a stake of 674 shares — an estimated $14.4K sold.

Sutton Wealth Advisors first reported a position in TREE in Q1 2016 and held it in 14 quarters. The position peaked at $38.5K in Q4 2017. 145 funds tracked by Wall St. Rank hold TREE as of Q1 2023.

Sutton Wealth Advisors reported no remaining LendingTree position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 674 LendingTree shares in Q1 2023, an estimated $14.4K.
Sutton Wealth Advisors first reported a position in LendingTree in Q1 2016 and held it in 14 quarters.
Sutton Wealth Advisors's LendingTree position peaked at $38.5K in Q4 2017.
145 funds tracked by Wall St. Rank held LendingTree as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.