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Synergy Asset Management’s LendingTree TREE Stock Holding History

Synergy 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
2025
Q1 		– Sell
-61
Closed -$3.54K – 778
2024
Q4 		$3.54K Buy
+61
New +$2.92K ﹤0.01% 609

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Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
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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

Synergy Asset Management's TREE Position: Q1 2025 in Review

Synergy Asset Management sold out of LendingTree (TREE) in Q1 2025, closing a stake of 61 shares — an estimated $3.54K sold.

Synergy Asset Management first reported a position in TREE in Q4 2024 and held it in 1 quarter. The position peaked at $3.54K in Q4 2024. 178 funds tracked by Wall St. Rank hold TREE as of Q1 2025.

  • Synergy Asset Management reported no remaining LendingTree position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 61 LendingTree shares in Q1 2025, an estimated $3.54K.
  • Synergy Asset Management first reported a position in LendingTree in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's LendingTree position peaked at $3.54K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held LendingTree as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.