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Schubert & Co’s Yelp YELP Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-24
Closed -$737 – 1558
2023
Q1 		$737 Buy
24
+5
+26% +$150 ﹤0.01% 1312
2022
Q4 		$519 Sell
19
-16
-46% -$507 ﹤0.01% 1378
2022
Q3 		$1K Buy
35
+13
+59% +$430 ﹤0.01% 1317
2022
Q2 		$1K Buy
22
+15
+214% +$466 ﹤0.01% 1368
2022
Q1 		$0 Buy
7
+1
+17% +$34 ﹤0.01% 1374
2021
Q4 		$0 Buy
+6
New +$225 ﹤0.01% 1322

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schubert & Co's YELP Position: Q2 2023 in Review

Schubert & Co sold out of Yelp (YELP) in Q2 2023, closing a stake of 24 shares — an estimated $737 sold.

Schubert & Co first reported a position in YELP in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 253 funds tracked by Wall St. Rank hold YELP as of Q2 2023.

  • Schubert & Co reported no remaining Yelp position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 24 Yelp shares in Q2 2023, an estimated $737.
  • Schubert & Co first reported a position in Yelp in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Yelp position peaked at $1K in Q3 2022.
  • 253 funds tracked by Wall St. Rank held Yelp as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.