First Manhattan’s Yelp YELP Stock Holding History

First Manhattan’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
2019 Q1	–	Sell	-14,783	Closed	-$517K	–	1466
2018 Q4	$517K	Sell	14,783 -1,099,725	-99%	-$42M	﹤0.01%	548
2018 Q3	$54.8M	Sell	1,114,508 -439,535	-28%	-$19.2M	0.29%	58
2018 Q2	$60.9M	Buy	1,554,043 +126,090	+9%	+$5.45M	0.35%	52
2018 Q1	$59.6M	Buy	1,427,953 +716,805	+101%	+$31.2M	0.34%	56
2017 Q4	$29.8M	Buy	711,148 +273,755	+63%	+$12.2M	0.16%	99
2017 Q3	$18.9M	Buy	437,393 +65,683	+18%	+$2.53M	0.11%	134
2017 Q2	$11.2M	Buy	+371,710	New	+$11.6M	0.07%	169

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

PGP

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

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

SQN Investors Menlo Park, California $12.8M AUM

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

First Manhattan's YELP Position: Q1 2019 in Review

First Manhattan sold out of Yelp (YELP) in Q1 2019, closing a stake of 14,783 shares — an estimated $517K sold.

First Manhattan first reported a position in YELP in Q2 2017 and held it in 7 quarters. The position peaked at $60.9M in Q2 2018. 274 funds tracked by Wall St. Rank hold YELP as of Q1 2019.

First Manhattan reported no remaining Yelp position as of Q1 2019 after selling out during the quarter.
First Manhattan sold 14,783 Yelp shares in Q1 2019, an estimated $517K.
First Manhattan first reported a position in Yelp in Q2 2017 and held it in 7 quarters.
First Manhattan's Yelp position peaked at $60.9M in Q2 2018.
274 funds tracked by Wall St. Rank held Yelp as of Q1 2019.

Based on First Manhattan's 13F filing for Q1 2019, filed 12 Apr 2019.