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Carroll Financial Associates’s Yelp YELP Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$0 Hold
17
– – ﹤0.01% 1981
2021
Q3 		$0 Hold
17
– – ﹤0.01% 1974
2021
Q2 		$0 Hold
17
– – ﹤0.01% 1872
2021
Q1 		$0 Hold
17
– – ﹤0.01% 1787
2020
Q4 		$0 Hold
17
– – ﹤0.01% 1697
2020
Q3 		$0 Hold
17
– – ﹤0.01% 1706
2020
Q2 		$0 Hold
17
– – ﹤0.01% 1718
2020
Q1 		$0 Hold
17
– – ﹤0.01% 1708
2019
Q4 		$0 Hold
17
– – ﹤0.01% 1720
2019
Q3 		$0 Hold
17
– – ﹤0.01% 1741
2019
Q2 		$0 Hold
17
– – ﹤0.01% 1740
2019
Q1 		$0 Buy
+17
New +$615 ﹤0.01% 1534

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Carroll Financial Associates's YELP Position: Q4 2021 in Review

Carroll Financial Associates held its Yelp (YELP) position steady in Q4 2021 at 17 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Carroll Financial Associates first reported a position in YELP in Q1 2019 and has held it in 12 quarters since. 246 funds tracked by Wall St. Rank hold YELP as of Q4 2021.

  • Carroll Financial Associates held 17 shares of Yelp worth $0 as of Q4 2021.
  • Carroll Financial Associates left its Yelp share count unchanged in Q4 2021.
  • Yelp made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1981 holding.
  • Carroll Financial Associates first reported a position in Yelp in Q1 2019 and has held it in 12 quarters since.
  • 246 funds tracked by Wall St. Rank held Yelp as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.