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Tree shares owned by Tortoise Investment Management

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

Historical chart of Tortoise Investment Management investment in Tree

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

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Quarterly reported holdings in Tree by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $848 28 30.32
2023-09-30 $434 28 15.50
2023-06-30 $618 28 22.11
2023-03-31 $746 28 26.64
2022-12-31 $596 28 21.32
2022-09-30 $1.0k 31 32.26
2022-06-30 $1.0k 28 35.71
2021-03-31 $999 3 333.33
2020-12-31 $999 3 333.33
2020-09-30 $999 3 333.33
2020-06-30 $999 3 333.33
2020-03-31 $999 3 333.33
2019-12-31 $999 3 333.33
2019-09-30 $999 3 333.33

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Mbs Etf (MBB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Tortoise Investment Management

Top funds holding Tree

Vanguard Group
Millennium Management
Shenkman Capital Management
Jacobs Levy Equity Management
Dimensional Fund Advisors
G2 Investment Partners Management
Charles Schwab Investment Management
D. E. Shaw & Co
Two Sigma Advisers
Federated Investors
Blue Grotto Capital
Assenagon Asset Management
Citadel Advisors
Wolverine Trading
Two Sigma Investments

View all funds holding Tree