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Personal Capital Advisors’s Yelp YELP Stock Holding History

Personal Capital Advisors’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
Q2 		– Sell
-655,920
Closed -$11.9M – 378
2020
Q1 		$11.9M Buy
655,920
+54,985
+9% +$1.67M 0.12% 124
2019
Q4 		$20.9M Buy
600,935
+277,969
+86% +$9.43M 0.18% 110
2019
Q3 		$11.2M Buy
322,966
+10,749
+3% +$372K 0.11% 125
2019
Q2 		$10.7M Buy
312,217
+14,655
+5% +$507K 0.11% 124
2019
Q1 		$10.3M Buy
297,562
+29,231
+11% +$1.06M 0.12% 121
2018
Q4 		$9.39M Sell
268,331
-19,323
-7% -$738K 0.13% 120
2018
Q3 		$14.2M Buy
287,654
+5,035
+2% +$220K 0.18% 108
2018
Q2 		$11.1M Sell
282,619
-5,879
-2% -$254K 0.16% 113
2018
Q1 		$12M Sell
288,498
-9,071
-3% -$395K 0.19% 108
2017
Q4 		$12.5M Sell
297,569
-7,799
-3% -$347K 0.21% 102
2017
Q3 		$13.2M Sell
305,368
-18,100
-6% -$698K 0.26% 91
2017
Q2 		$9.71M Sell
323,468
-36,698
-10% -$1.14M 0.21% 96
2017
Q1 		$11.8M Sell
360,166
-80,641
-18% -$2.99M 0.3% 89
2016
Q4 		$16.8M Sell
440,807
-11,437
-3% -$423K 0.5% 64
2016
Q3 		$18.5M Buy
452,244
+31,253
+7% +$1.1M 0.62% 57
2016
Q2 		$12.8M Buy
420,991
+58,034
+16% +$1.41M 0.49% 69
2016
Q1 		$7.22M Buy
362,957
+73,497
+25% +$1.5M 0.33% 86
2015
Q4 		$8.34M Buy
+289,460
New +$7.61M 0.46% 77

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

Personal Capital Advisors's YELP Position: Q2 2020 in Review

Personal Capital Advisors sold out of Yelp (YELP) in Q2 2020, closing a stake of 655,920 shares — an estimated $11.9M sold.

Personal Capital Advisors first reported a position in YELP in Q4 2015 and held it in 18 quarters. The position peaked at $20.9M in Q4 2019. 216 funds tracked by Wall St. Rank hold YELP as of Q2 2020.

  • Personal Capital Advisors reported no remaining Yelp position as of Q2 2020 after selling out during the quarter.
  • Personal Capital Advisors sold 655,920 Yelp shares in Q2 2020, an estimated $11.9M.
  • Personal Capital Advisors first reported a position in Yelp in Q4 2015 and held it in 18 quarters.
  • Personal Capital Advisors's Yelp position peaked at $20.9M in Q4 2019.
  • 216 funds tracked by Wall St. Rank held Yelp as of Q2 2020.

Based on Personal Capital Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.