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Advisor Group’s Yelp YELP Stock Holding History

Advisor Group’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$164K Buy
4,703
+840
+22% +$28.5K ﹤0.01% 2552
2019
Q3 		$134K Buy
3,863
+2,880
+293% +$99.6K ﹤0.01% 2664
2019
Q2 		$34K Sell
983
-212
-18% -$7.33K ﹤0.01% 3634
2019
Q1 		$40K Sell
1,195
-270
-18% -$9.76K ﹤0.01% 3537
2018
Q4 		$52K Sell
1,465
-7,505
-84% -$287K ﹤0.01% 3153
2018
Q3 		$442K Buy
8,970
+7,938
+769% +$347K ﹤0.01% 1561
2018
Q2 		$40K Buy
1,032
+25
+2% +$1.08K ﹤0.01% 3277
2018
Q1 		$42K Sell
1,007
-200
-17% -$8.7K ﹤0.01% 3207
2017
Q4 		$50K Sell
1,207
-36
-3% -$1.6K ﹤0.01% 3090
2017
Q3 		$55K Sell
1,243
-111
-8% -$4.28K ﹤0.01% 2875
2017
Q2 		$40K Sell
1,354
-8,449
-86% -$264K ﹤0.01% 2999
2017
Q1 		$321K Buy
9,803
+666
+7% +$24.7K 0.01% 1344
2016
Q4 		$348K Buy
9,137
+2,278
+33% +$84.2K 0.01% 1215
2016
Q3 		$286K Buy
6,859
+6,186
+919% +$217K 0.01% 1300
2016
Q2 		$20K Buy
+673
New +$16.4K ﹤0.01% 3070

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Advisor Group's YELP Position: Q4 2019 in Review

Advisor Group increased its Yelp (YELP) stake by 22% in Q4 2019, buying an estimated $28.5K and bringing the position to 4,703 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Advisor Group first reported a position in YELP in Q2 2016 and has held it in 15 quarters since. The position peaked at $442K in Q3 2018. 262 funds tracked by Wall St. Rank hold YELP as of Q4 2019.

  • Advisor Group held 4,703 shares of Yelp worth $164K as of Q4 2019.
  • Advisor Group bought 840 Yelp shares in Q4 2019, an estimated $28.5K.
  • Yelp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2552 holding.
  • Advisor Group first reported a position in Yelp in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Yelp position peaked at $442K in Q3 2018.
  • 262 funds tracked by Wall St. Rank held Yelp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.