Southpoint Capital Advisors’s Yelp YELP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-2,100,000
Closed -$87.7M 31
2018
Q1
$87.7M Buy
2,100,000
+200,000
+11% +$8.35M 3.89% 10
2017
Q4
$79.7M Sell
1,900,000
-100,000
-5% -$4.2M 3.8% 10
2017
Q3
$86.6M Sell
2,000,000
-200,000
-9% -$8.66M 3.56% 13
2017
Q2
$66M Buy
+2,200,000
New +$66M 2.61% 17