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Stoneridge Investment Partners’s Yelp YELP Stock Holding History

Stoneridge Investment Partners’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
2017
Q4 		– Sell
-8,639
Closed -$374K – 271
2017
Q3 		$374K Sell
8,639
-4,191
-33% -$162K 0.06% 154
2017
Q2 		$385K Buy
+12,830
New +$400K 0.06% 176
2016
Q4 		– Sell
-24,434
Closed -$1.02M – 344
2016
Q3 		$1.02M Buy
+24,434
New +$857K 0.15% 180

Other funds holding YELP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Stoneridge Investment Partners's YELP Position: Q4 2017 in Review

Stoneridge Investment Partners sold out of Yelp (YELP) in Q4 2017, closing a stake of 8,639 shares — an estimated $374K sold.

Stoneridge Investment Partners first reported a position in YELP in Q3 2016 and held it in 3 quarters. The position peaked at $1.02M in Q3 2016. 219 funds tracked by Wall St. Rank hold YELP as of Q4 2017.

  • Stoneridge Investment Partners reported no remaining Yelp position as of Q4 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 8,639 Yelp shares in Q4 2017, an estimated $374K.
  • Stoneridge Investment Partners first reported a position in Yelp in Q3 2016 and held it in 3 quarters.
  • Stoneridge Investment Partners's Yelp position peaked at $1.02M in Q3 2016.
  • 219 funds tracked by Wall St. Rank held Yelp as of Q4 2017.

Based on Stoneridge Investment Partners's 13F filing for Q4 2017, filed 5 Feb 2018.