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Berman Capital Advisors’s Yelp YELP Stock Holding History

Berman Capital Advisors’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
2020
Q2 		– Sell
-34
Closed – – 1854
2020
Q1 		$0 Hold
34
– – ﹤0.01% 1699
2019
Q4 		$1K Buy
+34
New +$1.15K ﹤0.01% 1405
2019
Q3 		– Sell
-22
Closed – – 1597
2019
Q2 		$0 Sell
22
-265
-92% -$9.17K ﹤0.01% 1593
2019
Q1 		$9K Buy
+287
New +$10.4K ﹤0.01% 708

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's YELP Position: Q2 2020 in Review

Berman Capital Advisors sold out of Yelp (YELP) in Q2 2020, closing a stake of 34 shares.

Berman Capital Advisors first reported a position in YELP in Q1 2019 and held it in 4 quarters. The position peaked at $9K in Q1 2019. 216 funds tracked by Wall St. Rank hold YELP as of Q2 2020.

  • Berman Capital Advisors reported no remaining Yelp position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 34 Yelp shares in Q2 2020.
  • Berman Capital Advisors first reported a position in Yelp in Q1 2019 and held it in 4 quarters.
  • Berman Capital Advisors's Yelp position peaked at $9K in Q1 2019.
  • 216 funds tracked by Wall St. Rank held Yelp as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.