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Tree shares owned by SWAN Capital

Quarter-by-quarter ownership of Tree (TREE) shares owned by SWAN Capital from 13F filings

Historical chart of SWAN Capital investment in Tree

Tip: Access up to 7 years of quarterly data

All positions including Tree held by SWAN Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by SWAN Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $406 7 58.00
2024-06-30 $290 7 41.57

More positions owned by SWAN Capital

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard World Utilities Etf (VPU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for SWAN Capital

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Shenkman Capital Management
Emerald Advisers
Jacobs Levy Equity Management
Renaissance Technologies
Blue Grotto Capital
Emerald Mutual Fund Advisers, Trust
Geode Capital Management
Hennessy Advisors
State Street Corporation
G2 Investment Partners Management
Susquehanna International
Dimensional Fund Advisors

View all funds holding Tree