Davidson Investment Advisors’s Yelp YELP Stock Holding History

Davidson Investment 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
2022 Q4	–	Sell	-53,279	Closed	-$1.81M	–	103
2022 Q3	$1.81M	Buy	+53,279	New	+$1.76M	0.15%	77
2015 Q4	–	Sell	-19,985	Closed	-$430K	–	221
2015 Q3	$430K	Sell	19,985 -5,395	-21%	-$150K	0.08%	113
2015 Q2	$1.09M	Sell	25,380 -345	-1%	-$16K	0.16%	105
2015 Q1	$1.22M	Buy	25,725 +7,970	+45%	+$395K	0.18%	100
2014 Q4	$970K	Buy	17,755 +7,425	+72%	+$439K	0.15%	109
2014 Q3	$702K	Sell	10,330 -390	-4%	-$29.1K	0.06%	125
2014 Q2	$818K	Buy	+10,720	New	+$698K	0.12%	108

Other funds holding YELP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

TGM

Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Davidson Investment Advisors's YELP Position: Q4 2022 in Review

Davidson Investment Advisors sold out of Yelp (YELP) in Q4 2022, closing a stake of 53,279 shares — an estimated $1.81M sold.

Davidson Investment Advisors first reported a position in YELP in Q2 2014 and held it in 7 quarters. The position peaked at $1.81M in Q3 2022. 243 funds tracked by Wall St. Rank hold YELP as of Q4 2022.

Davidson Investment Advisors reported no remaining Yelp position as of Q4 2022 after selling out during the quarter.
Davidson Investment Advisors sold 53,279 Yelp shares in Q4 2022, an estimated $1.81M.
Davidson Investment Advisors first reported a position in Yelp in Q2 2014 and held it in 7 quarters.
Davidson Investment Advisors's Yelp position peaked at $1.81M in Q3 2022.
243 funds tracked by Wall St. Rank held Yelp as of Q4 2022.

Based on Davidson Investment Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.