SWS Partners’s LendingTree TREE Stock Holding History

SWS 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
2020 Q4	–	Sell	-847	Closed	-$260K	–	119
2020 Q3	$260K	Buy	847 +90	+12%	+$28.6K	0.13%	107
2020 Q2	$262K	Buy	+757	New	+$183K	0.33%	73

Other funds holding TREE

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SWS Partners's TREE Position: Q4 2020 in Review

SWS Partners sold out of LendingTree (TREE) in Q4 2020, closing a stake of 847 shares — an estimated $260K sold.

SWS Partners first reported a position in TREE in Q2 2020 and held it in 2 quarters. The position peaked at $262K in Q2 2020. 257 funds tracked by Wall St. Rank hold TREE as of Q4 2020.

SWS Partners reported no remaining LendingTree position as of Q4 2020 after selling out during the quarter.
SWS Partners sold 847 LendingTree shares in Q4 2020, an estimated $260K.
SWS Partners first reported a position in LendingTree in Q2 2020 and held it in 2 quarters.
SWS Partners's LendingTree position peaked at $262K in Q2 2020.
257 funds tracked by Wall St. Rank held LendingTree as of Q4 2020.

Based on SWS Partners's 13F filing for Q4 2020, filed 31 Mar 2021.