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D.L. Carlson Investment Group’s Yelp YELP Stock Holding History

D.L. Carlson Investment Group’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
2014
Q2 		– Sell
-6,750
Closed -$519K – 137
2014
Q1 		$519K Sell
6,750
-15,150
-69% -$1.28M 0.2% 106
2013
Q4 		$1.51M Sell
21,900
-500
-2% -$33.1K 0.55% 72
2013
Q3 		$1.48M Sell
22,400
-22,400
-50% -$1.15M 0.57% 66
2013
Q2 		$1.56M Buy
+44,800
New +$1.29M 0.63% 63

Other funds holding YELP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

D.L. Carlson Investment Group's YELP Position: Q2 2014 in Review

D.L. Carlson Investment Group sold out of Yelp (YELP) in Q2 2014, closing a stake of 6,750 shares — an estimated $519K sold.

D.L. Carlson Investment Group first reported a position in YELP in Q2 2013 and held it in 4 quarters. The position peaked at $1.56M in Q2 2013. 236 funds tracked by Wall St. Rank hold YELP as of Q2 2014.

  • D.L. Carlson Investment Group reported no remaining Yelp position as of Q2 2014 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 6,750 Yelp shares in Q2 2014, an estimated $519K.
  • D.L. Carlson Investment Group first reported a position in Yelp in Q2 2013 and held it in 4 quarters.
  • D.L. Carlson Investment Group's Yelp position peaked at $1.56M in Q2 2013.
  • 236 funds tracked by Wall St. Rank held Yelp as of Q2 2014.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2014, filed 8 Aug 2014.