WA
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WealthTrust-Arizona’s LendingTree TREE Stock Holding History

WealthTrust-Arizona’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
Q4 		$9K Hold
40
– – 0.01% 393
2018
Q3 		$9K Buy
40
+10
+33% +$2.38K ﹤0.01% 429
2018
Q2 		$6K Buy
30
+7
+30% +$1.94K ﹤0.01% 492
2018
Q1 		$8K Buy
+23
New +$8.28K ﹤0.01% 441

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthTrust-Arizona's TREE Position: Q4 2018 in Review

WealthTrust-Arizona held its LendingTree (TREE) position steady in Q4 2018 at 40 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #393.

WealthTrust-Arizona first reported a position in TREE in Q1 2018 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold TREE as of Q4 2018.

  • WealthTrust-Arizona held 40 shares of LendingTree worth $9K as of Q4 2018.
  • WealthTrust-Arizona left its LendingTree share count unchanged in Q4 2018.
  • LendingTree made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #393 holding.
  • WealthTrust-Arizona first reported a position in LendingTree in Q1 2018 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held LendingTree as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.