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Avalon Investment & Advisory’s Yelp YELP Stock Holding History

Avalon Investment & Advisory’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
2017
Q1 		– Sell
-30,069
Closed -$1.15M – 384
2016
Q4 		$1.15M Buy
+30,069
New +$1.11M 0.04% 220

Other funds holding YELP

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Avalon Investment & Advisory's YELP Position: Q1 2017 in Review

Avalon Investment & Advisory sold out of Yelp (YELP) in Q1 2017, closing a stake of 30,069 shares — an estimated $1.15M sold.

Avalon Investment & Advisory first reported a position in YELP in Q4 2016 and held it in 1 quarter. The position peaked at $1.15M in Q4 2016. 225 funds tracked by Wall St. Rank hold YELP as of Q1 2017.

  • Avalon Investment & Advisory reported no remaining Yelp position as of Q1 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 30,069 Yelp shares in Q1 2017, an estimated $1.15M.
  • Avalon Investment & Advisory first reported a position in Yelp in Q4 2016 and held it in 1 quarter.
  • Avalon Investment & Advisory's Yelp position peaked at $1.15M in Q4 2016.
  • 225 funds tracked by Wall St. Rank held Yelp as of Q1 2017.

Based on Avalon Investment & Advisory's 13F filing for Q1 2017, filed 15 May 2017.