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Diversified Trust’s Yelp YELP Stock Holding History

Diversified Trust’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
2025
Q4 		– Sell
-6,983
Closed -$218K – 1110
2025
Q3 		$218K Buy
+6,983
New +$229K ﹤0.01% 907
2025
Q1 		– Sell
-5,302
Closed -$205K – 1033
2024
Q4 		$205K Buy
+5,302
New +$193K 0.01% 843
2024
Q1 		– Sell
-12,320
Closed -$583K – 946
2023
Q4 		$583K Sell
12,320
-4,168
-25% -$184K 0.02% 452
2023
Q3 		$686K Buy
16,488
+538
+3% +$22.6K 0.03% 353
2023
Q2 		$581K Sell
15,950
-2,862
-15% -$92.3K 0.02% 415
2023
Q1 		$578K Buy
18,812
+4,787
+34% +$144K 0.02% 418
2022
Q4 		$383K Buy
14,025
+1,818
+15% +$57.6K 0.02% 495
2022
Q3 		$414K Sell
12,207
-5,516
-31% -$183K 0.02% 455
2022
Q2 		$492K Buy
17,723
+2,502
+16% +$77.7K 0.02% 388
2022
Q1 		$519K Buy
15,221
+5,836
+62% +$200K 0.02% 435
2021
Q4 		$340K Buy
9,385
+2,545
+37% +$95.6K 0.01% 592
2021
Q3 		$255K Buy
+6,840
New +$259K 0.01% 648
2014
Q2 		$919K Buy
+11,982
New +$780K 0.08% 270
2013
Q4 		$1.28M Sell
18,632
-6,830
-27% -$452K 0.13% 159
2013
Q3 		$1.69M Sell
25,462
-7,125
-22% -$365K 0.18% 118
2013
Q2 		$1.13M Buy
+32,587
New +$935K 0.13% 153

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Diversified Trust's YELP Position: Q4 2025 in Review

Diversified Trust sold out of Yelp (YELP) in Q4 2025, closing a stake of 6,983 shares — an estimated $218K sold.

Diversified Trust first reported a position in YELP in Q2 2013 and held it in 16 quarters. The position peaked at $1.69M in Q3 2013. 316 funds tracked by Wall St. Rank hold YELP as of Q4 2025.

  • Diversified Trust reported no remaining Yelp position as of Q4 2025 after selling out during the quarter.
  • Diversified Trust sold 6,983 Yelp shares in Q4 2025, an estimated $218K.
  • Diversified Trust first reported a position in Yelp in Q2 2013 and held it in 16 quarters.
  • Diversified Trust's Yelp position peaked at $1.69M in Q3 2013.
  • 316 funds tracked by Wall St. Rank held Yelp as of Q4 2025.

Based on Diversified Trust's 13F filing for Q4 2025, filed 9 Jan 2026.