Y-Intercept (HK)’s LendingTree TREE Stock Holding History

Y-Intercept (HK)’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
2026 Q2	$1.04M	Buy	+23,501	New	+$950K	0.02%	1033
2026 Q1	–	Sell	-42,525	Closed	-$2.26M	–	2062
2025 Q4	$2.26M	Buy	42,525 +14,383	+51%	+$807K	0.05%	571
2025 Q3	$1.82M	Sell	28,142 -59,649	-68%	-$3.44M	0.04%	662
2025 Q2	$3.25M	Buy	+87,791	New	+$3.54M	0.08%	376
2024 Q2	–	Sell	-9,908	Closed	-$420K	–	1925
2024 Q1	$420K	Buy	+9,908	New	+$347K	0.03%	805
2023 Q4	–	Sell	-18,537	Closed	-$287K	–	1647
2023 Q3	$287K	Buy	18,537 +7,958	+75%	+$161K	0.03%	791
2023 Q2	$234K	Buy	10,579 +2,881	+37%	+$61.4K	0.02%	867
2023 Q1	$205K	Buy	+7,698	New	+$253K	0.02%	956
2022 Q3	–	Sell	-8,779	Closed	-$385K	–	1274
2022 Q2	$385K	Buy	+8,779	New	+$651K	0.05%	502
2021 Q2	–	Sell	-1,567	Closed	-$323K	–	902
2021 Q1	$323K	Buy	+1,567	New	+$446K	0.09%	375

Other funds holding TREE

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return