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Private Trust Company’s Yelp YELP Stock Holding History

Private Trust Company’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
2025
Q3 		– Sell
-100
Closed -$3.43K – 2685
2025
Q2 		$3.43K Hold
100
– – ﹤0.01% 2166
2025
Q1 		$3.7K Hold
100
– – ﹤0.01% 2135
2024
Q4 		$3.87K Hold
100
– – ﹤0.01% 2070
2024
Q3 		$3.51K Hold
100
– – ﹤0.01% 2062
2024
Q2 		$3.69K Hold
100
– – ﹤0.01% 2024
2024
Q1 		$3.94K Hold
100
– – ﹤0.01% 1993
2023
Q4 		$4.73K Hold
100
– – ﹤0.01% 1944
2023
Q3 		$4.16K Buy
+100
New +$4.21K ﹤0.01% 1938
2014
Q4 		– Sell
-339
Closed -$23K – 1215
2014
Q3 		$23K Buy
339
+155
+84% +$11.6K 0.01% 799
2014
Q2 		$14K Buy
+184
New +$12K ﹤0.01% 974
2014
Q1 		– Sell
-175
Closed -$12K – 1877
2013
Q4 		$12K Buy
+175
New +$11.6K ﹤0.01% 883

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Trust Company's YELP Position: Q3 2025 in Review

Private Trust Company sold out of Yelp (YELP) in Q3 2025, closing a stake of 100 shares — an estimated $3.43K sold.

Private Trust Company first reported a position in YELP in Q4 2013 and held it in 11 quarters. The position peaked at $23K in Q3 2014. 310 funds tracked by Wall St. Rank hold YELP as of Q3 2025.

  • Private Trust Company reported no remaining Yelp position as of Q3 2025 after selling out during the quarter.
  • Private Trust Company sold 100 Yelp shares in Q3 2025, an estimated $3.43K.
  • Private Trust Company first reported a position in Yelp in Q4 2013 and held it in 11 quarters.
  • Private Trust Company's Yelp position peaked at $23K in Q3 2014.
  • 310 funds tracked by Wall St. Rank held Yelp as of Q3 2025.

Based on Private Trust Company's 13F filing for Q3 2025, filed 15 Oct 2025.