UBS AM’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
29,970
+10,819
| +56% | +$401K | ﹤0.01% | 2364 |
|
|
2025
Q1 | $963K | Buy |
19,151
+4,661
| +32% | +$234K | ﹤0.01% | 2329 |
|
|
2024
Q4 | $561K | Buy |
14,490
+5,603
| +63% | +$217K | ﹤0.01% | 2539 |
|
|
2024
Q3 | $516K | Buy |
+8,887
| New | +$516K | ﹤0.01% | 2637 |
|
|
2023
Q3 | – | Sell |
-8,219
| Closed | -$219K | – | 2683 |
|
|
2023
Q2 | $219K | Hold |
8,219
| – | – | ﹤0.01% | 2552 |
|
|
2023
Q1 | $219K | Buy |
+8,219
| New | +$219K | ﹤0.01% | 2552 |
|
|
2022
Q3 | – | Sell |
-13,058
| Closed | -$572K | – | 2775 |
|
|
2022
Q2 | $572K | Sell |
13,058
-2,006
| -13% | -$87.9K | ﹤0.01% | 2258 |
|
|
2022
Q1 | $1.8M | Hold |
15,064
| – | – | ﹤0.01% | 1847 |
|
|
2021
Q4 | $1.85M | Sell |
15,064
-14,926
| -50% | -$1.83M | ﹤0.01% | 1904 |
|
|
2021
Q3 | $4.19M | Buy |
29,990
+14,700
| +96% | +$2.06M | ﹤0.01% | 1438 |
|
|
2021
Q2 | $3.24M | Sell |
15,290
-1,998
| -12% | -$423K | ﹤0.01% | 1619 |
|
|
2021
Q1 | $3.68M | Buy |
17,288
+866
| +5% | +$184K | ﹤0.01% | 1484 |
|
|
2020
Q4 | $4.5M | Buy |
16,422
+5,508
| +50% | +$1.51M | ﹤0.01% | 1337 |
|
|
2020
Q3 | $3.35M | Sell |
10,914
-208
| -2% | -$63.8K | ﹤0.01% | 1323 |
|
|
2020
Q2 | $3.22M | Buy |
11,122
+2,090
| +23% | +$605K | ﹤0.01% | 1322 |
|
|
2020
Q1 | $1.66M | Sell |
9,032
-941
| -9% | -$173K | ﹤0.01% | 1490 |
|
|
2019
Q4 | $3.03M | Buy |
9,973
+262
| +3% | +$79.5K | ﹤0.01% | 1416 |
|
|
2019
Q3 | $3.01M | Buy |
9,711
+1,426
| +17% | +$443K | ﹤0.01% | 1418 |
|
|
2019
Q2 | $3.48M | Buy |
8,285
+1,966
| +31% | +$826K | ﹤0.01% | 1345 |
|
|
2019
Q1 | $2.22M | Buy |
6,319
+407
| +7% | +$143K | ﹤0.01% | 1464 |
|
|
2018
Q4 | $1.3M | Buy |
5,912
+145
| +3% | +$31.8K | ﹤0.01% | 1627 |
|
|
2018
Q3 | $1.33M | Hold |
5,767
| – | – | ﹤0.01% | 1690 |
|
|
2018
Q2 | $1.23M | Buy |
5,767
+605
| +12% | +$129K | ﹤0.01% | 1727 |
|
|
2018
Q1 | $1.69M | Buy |
5,162
+300
| +6% | +$98.4K | ﹤0.01% | 1542 |
|
|
2017
Q4 | $1.66M | Buy |
4,862
+290
| +6% | +$98.7K | ﹤0.01% | 1520 |
|
|
2017
Q3 | $1.12M | Buy |
4,572
+2,472
| +118% | +$604K | ﹤0.01% | 1656 |
|
|
2017
Q2 | $362K | Hold |
2,100
| – | – | ﹤0.01% | 1962 |
|
|
2017
Q1 | $263K | Hold |
2,100
| – | – | ﹤0.01% | 2063 |
|
|
2016
Q4 | $213K | Sell |
2,100
-4,300
| -67% | -$436K | ﹤0.01% | 2096 |
|
|
2016
Q3 | $620K | Buy |
6,400
+1,900
| +42% | +$184K | ﹤0.01% | 1873 |
|
|
2016
Q2 | $397K | Hold |
4,500
| – | – | ﹤0.01% | 2081 |
|
|
2016
Q1 | $440K | Sell |
4,500
-200
| -4% | -$19.6K | ﹤0.01% | 1993 |
|
|
2015
Q4 | $420K | Buy |
4,700
+200
| +4% | +$17.9K | ﹤0.01% | 2146 |
|
|
2015
Q3 | $419K | Hold |
4,500
| – | – | ﹤0.01% | 2108 |
|
|
2015
Q2 | $354K | Buy |
4,500
+200
| +5% | +$15.7K | ﹤0.01% | 2264 |
|
|
2015
Q1 | $241K | Buy |
+4,300
| New | +$241K | ﹤0.01% | 2390 |
|