Tree shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Tree (TREE) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Tree
Tip: Access up to 7 years of quarterly data
All positions including Tree held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Tree by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $28k | 911 | 30.32 |
| 2023-09-30 | $14k | 911 | 15.50 |
| 2023-06-30 | $20k | 911 | 22.11 |
| 2023-03-31 | $24k | 911 | 26.66 |
| 2022-12-31 | $29k | 911 | 32.24 |
| 2022-09-30 | $21k | 911 | 23.05 |
| 2022-06-30 | $39k | 911 | 42.81 |
| 2022-03-31 | $109k | 911 | 119.65 |
| 2021-12-31 | $112k | 911 | 122.94 |
| 2021-09-30 | $548k | 3.9k | 139.76 |
| 2021-06-30 | $831k | 3.9k | 211.94 |
| 2021-03-31 | $641k | 3.0k | 212.96 |
| 2020-12-31 | $824k | 3.0k | 273.75 |
| 2020-09-30 | $674k | 2.2k | 306.78 |
| 2020-06-30 | $636k | 2.2k | 289.49 |
| 2020-03-31 | $403k | 2.2k | 183.43 |
| 2019-12-31 | $667k | 2.2k | 303.60 |
| 2019-09-30 | $682k | 2.2k | 310.42 |
| 2019-06-30 | $923k | 2.2k | 420.12 |
| 2019-03-31 | $998k | 2.8k | 351.66 |
| 2018-12-31 | $623k | 2.8k | 219.52 |
| 2018-09-30 | $653k | 2.8k | 230.09 |
| 2018-06-30 | $629k | 2.9k | 213.87 |
| 2018-03-31 | $935k | 2.8k | 328.19 |
| 2017-12-31 | $187k | 549 | 340.62 |
| 2017-09-30 | $126k | 549 | 229.51 |
| 2017-06-30 | $95k | 549 | 173.04 |
| 2017-03-31 | $69k | 549 | 125.68 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors