WRF
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Waddell & Reed Financial’s LendingTree TREE Stock Holding History

Waddell & Reed Financial’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
2018
Q2 		– Sell
-48,761
Closed -$16M – 576
2018
Q1 		$16M Sell
48,761
-70
-0.1% -$25.2K 0.04% 356
2017
Q4 		$16.6M Sell
48,831
-11,560
-19% -$3.28M 0.04% 360
2017
Q3 		$14.8M Sell
60,391
-147,900
-71% -$31.9M 0.03% 365
2017
Q2 		$35.9M Sell
208,291
-51,240
-20% -$7.71M 0.08% 277
2017
Q1 		$32.5M Sell
259,531
-112,440
-30% -$12.8M 0.07% 292
2016
Q4 		$37.7M Buy
371,971
+96,288
+35% +$9.18M 0.08% 256
2016
Q3 		$26.7M Buy
275,683
+34,621
+14% +$3.45M 0.06% 284
2016
Q2 		$21.3M Buy
241,062
+72,184
+43% +$6.11M 0.04% 299
2016
Q1 		$16.5M Buy
168,878
+133,378
+376% +$10.4M 0.03% 329
2015
Q4 		$3.17M Buy
+35,500
New +$3.65M 0.01% 544
2015
Q3 		– Sell
-60,900
Closed -$4.79M – 651
2015
Q2 		$4.79M Buy
+60,900
New +$3.75M 0.01% 520

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Waddell & Reed Financial's TREE Position: Q2 2018 in Review

Waddell & Reed Financial sold out of LendingTree (TREE) in Q2 2018, closing a stake of 48,761 shares — an estimated $16M sold.

Waddell & Reed Financial first reported a position in TREE in Q2 2015 and held it in 11 quarters. The position peaked at $37.7M in Q4 2016. 242 funds tracked by Wall St. Rank hold TREE as of Q2 2018.

  • Waddell & Reed Financial reported no remaining LendingTree position as of Q2 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 48,761 LendingTree shares in Q2 2018, an estimated $16M.
  • Waddell & Reed Financial first reported a position in LendingTree in Q2 2015 and held it in 11 quarters.
  • Waddell & Reed Financial's LendingTree position peaked at $37.7M in Q4 2016.
  • 242 funds tracked by Wall St. Rank held LendingTree as of Q2 2018.

Based on Waddell & Reed Financial's 13F filing for Q2 2018, filed 14 Aug 2018.