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Ellevest Inc’s Yelp YELP Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-136
Closed -$4.17K – 1667
2023
Q1 		$4.17K Buy
136
+33
+32% +$993 ﹤0.01% 1254
2022
Q4 		$2.82K Sell
103
-479
-82% -$15.2K ﹤0.01% 1319
2022
Q3 		$20K Buy
582
+52
+10% +$1.72K ﹤0.01% 821
2022
Q2 		$15K Buy
+530
New +$16.5K ﹤0.01% 810
2019
Q2 		– Sell
-65
Closed -$2K – 482
2019
Q1 		$2K Buy
+65
New +$2.35K ﹤0.01% 302

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ellevest Inc's YELP Position: Q2 2023 in Review

Ellevest Inc sold out of Yelp (YELP) in Q2 2023, closing a stake of 136 shares — an estimated $4.17K sold.

Ellevest Inc first reported a position in YELP in Q1 2019 and held it in 5 quarters. The position peaked at $20K in Q3 2022. 253 funds tracked by Wall St. Rank hold YELP as of Q2 2023.

  • Ellevest Inc reported no remaining Yelp position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 136 Yelp shares in Q2 2023, an estimated $4.17K.
  • Ellevest Inc first reported a position in Yelp in Q1 2019 and held it in 5 quarters.
  • Ellevest Inc's Yelp position peaked at $20K in Q3 2022.
  • 253 funds tracked by Wall St. Rank held Yelp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.