Fiduciary Financial Group’s Yelp YELP Stock Holding History

Fiduciary Financial 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
2025 Q1	–	Sell	-7,187	Closed	-$276K	–	322
2024 Q4	$276K	Buy	+7,187	New	+$262K	0.06%	218

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RRAM

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

Fiduciary Financial Group's YELP Position: Q1 2025 in Review

Fiduciary Financial Group sold out of Yelp (YELP) in Q1 2025, closing a stake of 7,187 shares — an estimated $276K sold.

Fiduciary Financial Group first reported a position in YELP in Q4 2024 and held it in 1 quarter. The position peaked at $276K in Q4 2024. 319 funds tracked by Wall St. Rank hold YELP as of Q1 2025.

Fiduciary Financial Group reported no remaining Yelp position as of Q1 2025 after selling out during the quarter.
Fiduciary Financial Group sold 7,187 Yelp shares in Q1 2025, an estimated $276K.
Fiduciary Financial Group first reported a position in Yelp in Q4 2024 and held it in 1 quarter.
Fiduciary Financial Group's Yelp position peaked at $276K in Q4 2024.
319 funds tracked by Wall St. Rank held Yelp as of Q1 2025.

Based on Fiduciary Financial Group's 13F filing for Q1 2025, filed 15 Apr 2025.