Harbor Investment Advisory’s Yelp YELP Stock Holding History

Harbor Investment Advisory’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 Q3	–	Sell	-1,595	Closed	-$58.1K	–	1357
2023 Q2	$58.1K	Buy	1,595 +243	+18%	+$7.84K	0.01%	669
2023 Q1	$41.5K	Hold	1,352	–	–	0.01%	758
2022 Q4	$37K	Hold	1,352	–	–	0.01%	766
2022 Q3	$46K	Hold	1,352	–	–	0.01%	720
2022 Q2	$38K	Hold	1,352	–	–	0.01%	774
2022 Q1	$46K	Hold	1,352	–	–	0.01%	778
2021 Q4	$49K	Hold	1,352	–	–	0.01%	756
2021 Q3	$50K	Hold	1,352	–	–	0.01%	744
2021 Q2	$54K	Hold	1,352	–	–	0.01%	687
2021 Q1	$53K	Hold	1,352	–	–	0.01%	670
2020 Q4	$44K	Buy	1,352 +400	+42%	+$10.5K	0.01%	662
2020 Q3	$19K	Buy	952 +487	+105%	+$11.1K	﹤0.01%	755
2020 Q2	$11K	Buy	465 +127	+38%	+$2.77K	﹤0.01%	776
2020 Q1	$6K	Buy	+338	New	+$10.3K	﹤0.01%	845

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Harbor Investment Advisory's YELP Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Yelp (YELP) in Q3 2023, closing a stake of 1,595 shares — an estimated $58.1K sold.

Harbor Investment Advisory first reported a position in YELP in Q1 2020 and held it in 14 quarters. The position peaked at $58.1K in Q2 2023. 276 funds tracked by Wall St. Rank hold YELP as of Q3 2023.

Harbor Investment Advisory reported no remaining Yelp position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 1,595 Yelp shares in Q3 2023, an estimated $58.1K.
Harbor Investment Advisory first reported a position in Yelp in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's Yelp position peaked at $58.1K in Q2 2023.
276 funds tracked by Wall St. Rank held Yelp as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.