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O'Shaughnessy Asset Management’s Yelp YELP Stock Holding History

O'Shaughnessy 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
2026
Q1 		$849K Buy
34,310
+3,329
+11% +$84.3K ﹤0.01% 1268
2025
Q4 		$942K Sell
30,981
-2,633
-8% -$81.2K 0.01% 1173
2025
Q3 		$1.05M Buy
33,614
+14,720
+78% +$482K 0.01% 1098
2025
Q2 		$647K Buy
18,894
+12,508
+196% +$452K ﹤0.01% 1245
2025
Q1 		$236K Buy
6,386
+147
+2% +$5.53K ﹤0.01% 1708
2024
Q4 		$241K Sell
6,239
-12,965
-68% -$473K ﹤0.01% 1645
2024
Q3 		$662K Buy
19,204
+979
+5% +$34.2K 0.01% 1088
2024
Q2 		$673K Sell
18,225
-165
-0.9% -$6.32K 0.01% 997
2024
Q1 		$725K Sell
18,390
-593
-3% -$24.6K 0.01% 936
2023
Q4 		$899K Buy
18,983
+5,263
+38% +$232K 0.01% 792
2023
Q3 		$571K Buy
+13,720
New +$577K 0.01% 879
2021
Q4 		– Sell
-361
Closed -$13K – 2533
2021
Q3 		$13K Buy
+361
New +$13.7K ﹤0.01% 2095

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VCM
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State Street
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Acadian Asset Management
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Geode Capital Management
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American Century Companies
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Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return