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Albion Financial Group’s Yelp YELP Stock Holding History

Albion Financial 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
2024
Q3 		– Sell
-150
Closed -$5.54K – 534
2024
Q2 		$5.54K Hold
150
– – ﹤0.01% 364
2024
Q1 		$5.91K Hold
150
– – ﹤0.01% 349
2023
Q4 		$7.1K Hold
150
– – ﹤0.01% 330
2023
Q3 		$6.24K Hold
150
– – ﹤0.01% 319
2023
Q2 		$5.46K Hold
150
– – ﹤0.01% 330
2023
Q1 		$4.61K Hold
150
– – ﹤0.01% 338
2022
Q4 		$4.1K Hold
150
– – ﹤0.01% 350
2022
Q3 		$5K Hold
150
– – ﹤0.01% 353
2022
Q2 		$4K Hold
150
– – ﹤0.01% 375
2022
Q1 		$5K Hold
150
– – ﹤0.01% 421
2021
Q4 		$5K Hold
150
– – ﹤0.01% 457
2021
Q3 		$6K Hold
150
– – ﹤0.01% 406
2021
Q2 		$6K Buy
+150
New +$5.95K ﹤0.01% 400
2020
Q4 		$5K Buy
+150
New +$3.94K ﹤0.01% 388

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Albion Financial Group's YELP Position: Q3 2024 in Review

Albion Financial Group sold out of Yelp (YELP) in Q3 2024, closing a stake of 150 shares — an estimated $5.54K sold.

Albion Financial Group first reported a position in YELP in Q4 2020 and held it in 14 quarters. The position peaked at $7.1K in Q4 2023. 286 funds tracked by Wall St. Rank hold YELP as of Q3 2024.

  • Albion Financial Group reported no remaining Yelp position as of Q3 2024 after selling out during the quarter.
  • Albion Financial Group sold 150 Yelp shares in Q3 2024, an estimated $5.54K.
  • Albion Financial Group first reported a position in Yelp in Q4 2020 and held it in 14 quarters.
  • Albion Financial Group's Yelp position peaked at $7.1K in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Yelp as of Q3 2024.

Based on Albion Financial Group's 13F filing for Q3 2024, filed 9 Oct 2024.