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Assured Investment Management’s Yelp YELP Stock Holding History

Assured Investment 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
Q2 		– Sell
-121,826
Closed -$4.2M – 878
2019
Q1 		$4.2M Buy
+121,826
New +$4.41M 0.05% 180
2018
Q3 		– Sell
-176,282
Closed -$6.91M – 1310
2018
Q2 		$6.91M Buy
+176,282
New +$7.62M 0.13% 167
2018
Q1 		– Sell
-67,849
Closed -$2.85M – 1251
2017
Q4 		$2.85M Buy
+67,849
New +$3.02M 0.06% 319

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Assured Investment Management's YELP Position: Q2 2019 in Review

Assured Investment Management sold out of Yelp (YELP) in Q2 2019, closing a stake of 121,826 shares — an estimated $4.2M sold.

Assured Investment Management first reported a position in YELP in Q4 2017 and held it in 3 quarters. The position peaked at $6.91M in Q2 2018. 240 funds tracked by Wall St. Rank hold YELP as of Q2 2019.

  • Assured Investment Management reported no remaining Yelp position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 121,826 Yelp shares in Q2 2019, an estimated $4.2M.
  • Assured Investment Management first reported a position in Yelp in Q4 2017 and held it in 3 quarters.
  • Assured Investment Management's Yelp position peaked at $6.91M in Q2 2018.
  • 240 funds tracked by Wall St. Rank held Yelp as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.