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Lupo Securities’s Yelp YELP Stock Holding History

Lupo Securities’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 		$2K Buy
100
+10
+11% +$277 0.02% 103
2015
Q2 		$4K Buy
+90
New +$4.17K 0.02% 84
2015
Q1 		– Sell
-429
Closed -$23.5K – 700
2014
Q4 		$23.5K Buy
+429
New +$25.4K 0.01% 249

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

Lupo Securities's YELP Position: Q3 2015 in Review

Lupo Securities increased its Yelp (YELP) stake by 11% in Q3 2015, buying an estimated $277 and bringing the position to 100 shares worth $2K. The position accounts for 0.02% of the portfolio, ranked #103.

Lupo Securities first reported a position in YELP in Q4 2014 and has held it in 3 quarters since. The position peaked at $23.5K in Q4 2014. 183 funds tracked by Wall St. Rank hold YELP as of Q3 2015.

  • Lupo Securities held 100 shares of Yelp worth $2K as of Q3 2015.
  • Lupo Securities bought 10 Yelp shares in Q3 2015, an estimated $277.
  • Yelp made up 0.02% of Lupo Securities's portfolio in Q3 2015, its #103 holding.
  • Lupo Securities first reported a position in Yelp in Q4 2014 and has held it in 3 quarters since.
  • Lupo Securities's Yelp position peaked at $23.5K in Q4 2014.
  • 183 funds tracked by Wall St. Rank held Yelp as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.