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UBS’s Yelp YELP Stock Holding History

UBS’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
2014
Q3 		$10.9M Buy
159,300
+91,900
+136% +$6.85M 0.01% 1391
2014
Q2 		$5.17M Sell
67,400
-454,500
-87% -$29.6M ﹤0.01% 1939
2014
Q1 		$40.1M Buy
521,900
+492,800
+1,693% +$41.6M 0.04% 474
2013
Q4 		$2.01M Buy
29,100
+5,200
+22% +$344K ﹤0.01% 2797
2013
Q3 		$1.58M Sell
23,900
-19,200
-45% -$983K ﹤0.01% 2845
2013
Q2 		$1.5M Buy
+43,100
New +$1.24M ﹤0.01% 2867

Other funds holding YELP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's YELP Position: Q3 2014 in Review

UBS increased its Yelp (YELP) stake by 17% in Q3 2014, buying an estimated $9.06M and bringing the position to 835,685 shares worth $57M. The position accounts for 0.04% of the portfolio, ranked #457.

UBS first reported a position in YELP in Q2 2013 and has held it in 6 quarters since. The position peaked at $62.9M in Q1 2014. 236 funds tracked by Wall St. Rank hold YELP as of Q3 2014.

  • UBS held 835,685 shares of Yelp worth $57M as of Q3 2014.
  • UBS bought 121,620 Yelp shares in Q3 2014, an estimated $9.06M.
  • Yelp made up 0.04% of UBS's portfolio in Q3 2014, its #457 holding.
  • UBS first reported a position in Yelp in Q2 2013 and has held it in 6 quarters since.
  • UBS's Yelp position peaked at $62.9M in Q1 2014.
  • 236 funds tracked by Wall St. Rank held Yelp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.