UFF
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USA Financial Formulas’s LendingTree TREE Stock Holding History

USA Financial Formulas’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
2024
Q3 		– Sell
-833
Closed -$34.6K – 364
2024
Q2 		$34.6K Buy
+833
New +$35.1K 0.01% 237
2018
Q1 		– Sell
-1,967
Closed -$670K – 411
2017
Q4 		$670K Sell
1,967
-355
-15% -$101K 0.16% 115
2017
Q3 		$568K Buy
+2,322
New +$501K 0.14% 147
2016
Q1 		– Sell
-3,966
Closed -$354K – 114
2015
Q4 		$354K Sell
3,966
-2,337
-37% -$240K 0.14% 74
2015
Q3 		$586K Buy
+6,303
New +$638K 0.38% 48

Other funds holding TREE

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shenkman Capital Management New York $831M AUM 0.26% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

USA Financial Formulas's TREE Position: Q3 2024 in Review

USA Financial Formulas sold out of LendingTree (TREE) in Q3 2024, closing a stake of 833 shares — an estimated $34.6K sold.

USA Financial Formulas first reported a position in TREE in Q3 2015 and held it in 5 quarters. The position peaked at $670K in Q4 2017. 177 funds tracked by Wall St. Rank hold TREE as of Q3 2024.

  • USA Financial Formulas reported no remaining LendingTree position as of Q3 2024 after selling out during the quarter.
  • USA Financial Formulas sold 833 LendingTree shares in Q3 2024, an estimated $34.6K.
  • USA Financial Formulas first reported a position in LendingTree in Q3 2015 and held it in 5 quarters.
  • USA Financial Formulas's LendingTree position peaked at $670K in Q4 2017.
  • 177 funds tracked by Wall St. Rank held LendingTree as of Q3 2024.

Based on USA Financial Formulas's 13F filing for Q3 2024, filed 8 Oct 2024.