Envestnet Asset Management »

Tree shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Tree (TREE) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Tree

Tip: Access up to 7 years of quarterly data

All positions including Tree held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tree by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $280k 4.8k 58.03
2022-06-30 $328k 7.5k 43.88
2022-03-31 $1.2M 10k 119.68
2021-12-31 $1.1M 8.9k 122.60
2021-09-30 $1.1M 8.0k 139.77
2021-06-30 $1.5M 7.0k 211.89
2021-03-31 $1.2M 5.4k 213.04
2020-12-31 $1.3M 4.9k 273.89
2020-09-30 $1.1M 3.5k 306.76
2020-06-30 $839k 2.9k 289.51
2020-03-31 $392k 2.1k 183.52
2019-06-30 $297k 706 420.68
2018-06-30 $36k 167 215.57
2018-03-31 $64k 200 320.00
2017-12-31 $58k 169 343.20
2017-09-30 $31k 132 234.85
2017-06-30 $58k 346 167.63
2017-03-31 $55k 441 124.72
2016-12-31 $48k 474 101.27