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Joseph P. Lucia & Associates’s Yelp YELP Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-100
Closed -$3K – 485
2019
Q3 		$3K Hold
100
– – ﹤0.01% 404
2019
Q2 		$3K Buy
+100
New +$3.46K ﹤0.01% 398

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Joseph P. Lucia & Associates's YELP Position: Q4 2019 in Review

Joseph P. Lucia & Associates sold out of Yelp (YELP) in Q4 2019, closing a stake of 100 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in YELP in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2019. 262 funds tracked by Wall St. Rank hold YELP as of Q4 2019.

  • Joseph P. Lucia & Associates reported no remaining Yelp position as of Q4 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 100 Yelp shares in Q4 2019, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in Yelp in Q2 2019 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Yelp position peaked at $3K in Q3 2019.
  • 262 funds tracked by Wall St. Rank held Yelp as of Q4 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2019, filed 23 Jan 2020.