Caledonia Investments (Australia)’s Yelp YELP Stock Holding History

Caledonia Investments (Australia)’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
2015 Q1	–	Sell	-2,088,808	Closed	-$114M	–	4
2014 Q4	$114M	Buy	2,088,808 +706,195	+51%	+$41.7M	7.33%	4
2014 Q3	$94.4M	Sell	1,382,613 -292,676	-17%	-$21.8M	5.86%	4
2014 Q2	$128M	Buy	+1,675,289	New	+$109M	7.86%	3

Other funds holding YELP

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JPCCM

J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Caledonia Investments (Australia)'s YELP Position: Q1 2015 in Review

Caledonia Investments (Australia) sold out of Yelp (YELP) in Q1 2015, closing a stake of 2,088,808 shares — an estimated $114M sold.

Caledonia Investments (Australia) first reported a position in YELP in Q2 2014 and held it in 3 quarters. The position peaked at $128M in Q2 2014. 227 funds tracked by Wall St. Rank hold YELP as of Q1 2015.

Caledonia Investments (Australia) reported no remaining Yelp position as of Q1 2015 after selling out during the quarter.
Caledonia Investments (Australia) sold 2,088,808 Yelp shares in Q1 2015, an estimated $114M.
Caledonia Investments (Australia) first reported a position in Yelp in Q2 2014 and held it in 3 quarters.
Caledonia Investments (Australia)'s Yelp position peaked at $128M in Q2 2014.
227 funds tracked by Wall St. Rank held Yelp as of Q1 2015.

Based on Caledonia Investments (Australia)'s 13F filing for Q1 2015, filed 15 May 2015.