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LMCG Investments’s Yelp YELP Stock Holding History

LMCG Investments’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
2015
Q3 		– Sell
-255,123
Closed -$11M – 550
2015
Q2 		$11M Buy
255,123
+154,031
+152% +$7.14M 0.24% 156
2015
Q1 		$4.79M Buy
101,092
+78,425
+346% +$3.88M 0.1% 307
2014
Q4 		$1.24M Buy
+22,667
New +$1.34M 0.03% 377

Other funds holding YELP

TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AC
Apex Capital Orinda, California $938M AUM 4.67% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LMCG Investments's YELP Position: Q3 2015 in Review

LMCG Investments sold out of Yelp (YELP) in Q3 2015, closing a stake of 255,123 shares — an estimated $11M sold.

LMCG Investments first reported a position in YELP in Q4 2014 and held it in 3 quarters. The position peaked at $11M in Q2 2015. 183 funds tracked by Wall St. Rank hold YELP as of Q3 2015.

  • LMCG Investments reported no remaining Yelp position as of Q3 2015 after selling out during the quarter.
  • LMCG Investments sold 255,123 Yelp shares in Q3 2015, an estimated $11M.
  • LMCG Investments first reported a position in Yelp in Q4 2014 and held it in 3 quarters.
  • LMCG Investments's Yelp position peaked at $11M in Q2 2015.
  • 183 funds tracked by Wall St. Rank held Yelp as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.