Altimeter Capital Management’s Yelp YELP Stock Holding History

Altimeter Capital Management’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 Q3	–	Sell	-300,000	Closed	-$10.3M	–	31
2019 Q2	$10.3M	Hold	300,000	–	–	0.28%	20
2019 Q1	$10.3M	Sell	300,000 -684,300	-70%	-$24.7M	0.35%	16
2018 Q4	$34.4M	Hold	984,300	–	–	1.26%	10
2018 Q3	$48.4M	Hold	984,300	–	–	1.89%	9
2018 Q2	$38.6M	Hold	984,300	–	–	1.81%	7
2018 Q1	$41.1M	Buy	984,300 +167,162	+20%	+$7.27M	2.04%	7
2017 Q4	$34.3M	Sell	817,138 -212,347	-21%	-$9.45M	1.8%	8
2017 Q3	$44.6M	Buy	1,029,485 +798,115	+345%	+$30.8M	2.11%	7
2017 Q2	$6.95M	Buy	231,370 +127,870	+124%	+$3.99M	0.29%	17
2017 Q1	$3.39M	Buy	+103,500	New	+$3.84M	0.16%	17

Other funds holding YELP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altimeter Capital Management's YELP Position: Q3 2019 in Review

Altimeter Capital Management sold out of Yelp (YELP) in Q3 2019, closing a stake of 300,000 shares — an estimated $10.3M sold.

Altimeter Capital Management first reported a position in YELP in Q1 2017 and held it in 10 quarters. The position peaked at $48.4M in Q3 2018. 251 funds tracked by Wall St. Rank hold YELP as of Q3 2019.

Altimeter Capital Management reported no remaining Yelp position as of Q3 2019 after selling out during the quarter.
Altimeter Capital Management sold 300,000 Yelp shares in Q3 2019, an estimated $10.3M.
Altimeter Capital Management first reported a position in Yelp in Q1 2017 and held it in 10 quarters.
Altimeter Capital Management's Yelp position peaked at $48.4M in Q3 2018.
251 funds tracked by Wall St. Rank held Yelp as of Q3 2019.

Based on Altimeter Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.