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Institutional & Family Asset Management’s Yelp YELP Stock Holding History

Institutional & Family Asset Management’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
2020
Q1 		– Sell
-70
Closed -$2K – 921
2019
Q4 		$2K Hold
70
– – ﹤0.01% 770
2019
Q3 		$2K Sell
70
-170
-71% -$5.88K ﹤0.01% 738
2019
Q2 		$8K Hold
240
– – ﹤0.01% 537
2019
Q1 		$8K Hold
240
– – ﹤0.01% 550
2018
Q4 		$8K Sell
240
-170
-41% -$6.5K ﹤0.01% 518
2018
Q3 		$20K Hold
410
– – ﹤0.01% 445
2018
Q2 		$16K Sell
410
-100
-20% -$4.33K ﹤0.01% 466
2018
Q1 		$21K Buy
+510
New +$22.2K ﹤0.01% 413

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
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institutional & Family Asset Management's YELP Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Yelp (YELP) in Q1 2020, closing a stake of 70 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in YELP in Q1 2018 and held it in 8 quarters. The position peaked at $21K in Q1 2018. 223 funds tracked by Wall St. Rank hold YELP as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining Yelp position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 70 Yelp shares in Q1 2020, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in Yelp in Q1 2018 and held it in 8 quarters.
  • Institutional & Family Asset Management's Yelp position peaked at $21K in Q1 2018.
  • 223 funds tracked by Wall St. Rank held Yelp as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.