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Geneva Advisors’s Yelp YELP Stock Holding History

Geneva Advisors’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
2014
Q2 		– Sell
-357,508
Closed -$27.5M – 733
2014
Q1 		$27.5M Buy
357,508
+146,910
+70% +$12.4M 0.51% 70
2013
Q4 		$14.5M Buy
210,598
+189,573
+902% +$12.6M 0.27% 85
2013
Q3 		$1.39M Buy
+21,025
New +$1.08M 0.03% 208

Other funds holding YELP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geneva Advisors's YELP Position: Q2 2014 in Review

Geneva Advisors sold out of Yelp (YELP) in Q2 2014, closing a stake of 357,508 shares — an estimated $27.5M sold.

Geneva Advisors first reported a position in YELP in Q3 2013 and held it in 3 quarters. The position peaked at $27.5M in Q1 2014. 236 funds tracked by Wall St. Rank hold YELP as of Q2 2014.

  • Geneva Advisors reported no remaining Yelp position as of Q2 2014 after selling out during the quarter.
  • Geneva Advisors sold 357,508 Yelp shares in Q2 2014, an estimated $27.5M.
  • Geneva Advisors first reported a position in Yelp in Q3 2013 and held it in 3 quarters.
  • Geneva Advisors's Yelp position peaked at $27.5M in Q1 2014.
  • 236 funds tracked by Wall St. Rank held Yelp as of Q2 2014.

Based on Geneva Advisors's 13F filing for Q2 2014, filed 7 Aug 2014.