Sageworth Trust’s Yelp YELP Stock Holding History

Sageworth Trust’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
2022 Q1	–	Sell	-67	Closed	-$2K	–	795
2021 Q4	$2K	Sell	67 -223	-77%	-$8.38K	﹤0.01%	644
2021 Q3	$11K	Hold	290	–	–	﹤0.01%	540
2021 Q2	$12K	Buy	+290	New	+$11.5K	﹤0.01%	552

Other funds holding YELP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

TGM

Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Sageworth Trust's YELP Position: Q1 2022 in Review

Sageworth Trust sold out of Yelp (YELP) in Q1 2022, closing a stake of 67 shares — an estimated $2K sold.

Sageworth Trust first reported a position in YELP in Q2 2021 and held it in 3 quarters. The position peaked at $12K in Q2 2021. 243 funds tracked by Wall St. Rank hold YELP as of Q1 2022.

Sageworth Trust reported no remaining Yelp position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 67 Yelp shares in Q1 2022, an estimated $2K.
Sageworth Trust first reported a position in Yelp in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Yelp position peaked at $12K in Q2 2021.
243 funds tracked by Wall St. Rank held Yelp as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.