UCFA
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United Capital Financial Advisors’s LendingTree TREE Stock Holding History

United Capital Financial 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
2019
Q4 		– Sell
-3
Closed -$1K – 1426
2019
Q3 		$1K Buy
+3
New +$1.02K ﹤0.01% 1307

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

United Capital Financial Advisors's TREE Position: Q4 2019 in Review

United Capital Financial Advisors sold out of LendingTree (TREE) in Q4 2019, closing a stake of 3 shares — an estimated $1K sold.

United Capital Financial Advisors first reported a position in TREE in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 235 funds tracked by Wall St. Rank hold TREE as of Q4 2019.

  • United Capital Financial Advisors reported no remaining LendingTree position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 3 LendingTree shares in Q4 2019, an estimated $1K.
  • United Capital Financial Advisors first reported a position in LendingTree in Q3 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's LendingTree position peaked at $1K in Q3 2019.
  • 235 funds tracked by Wall St. Rank held LendingTree as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.