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Disciplined Investments’s Yelp YELP Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-9
Closed -$328 – 1596
2023
Q2 		$328 Sell
9
-1
-10% -$32 ﹤0.01% 1368
2023
Q1 		$307 Buy
10
+5
+100% +$150 ﹤0.01% 1383
2022
Q4 		$137 Sell
5
-7
-58% -$222 ﹤0.01% 1498
2022
Q3 		$0 Buy
12
+2
+20% +$66 ﹤0.01% 1662
2022
Q2 		$0 Buy
10
+1
+11% +$31 ﹤0.01% 1671
2022
Q1 		$0 Buy
+9
New +$309 ﹤0.01% 1656

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Disciplined Investments's YELP Position: Q3 2023 in Review

Disciplined Investments sold out of Yelp (YELP) in Q3 2023, closing a stake of 9 shares — an estimated $328 sold.

Disciplined Investments first reported a position in YELP in Q1 2022 and held it in 6 quarters. The position peaked at $328 in Q2 2023. 276 funds tracked by Wall St. Rank hold YELP as of Q3 2023.

  • Disciplined Investments reported no remaining Yelp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 Yelp shares in Q3 2023, an estimated $328.
  • Disciplined Investments first reported a position in Yelp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Yelp position peaked at $328 in Q2 2023.
  • 276 funds tracked by Wall St. Rank held Yelp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.