USA Financial Formulas’s Yelp YELP Stock Holding History

USA Financial Formulas’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
2024 Q1	–	Sell	-1,539	Closed	-$72.9K	–	427
2023 Q4	$72.9K	Buy	+1,539	New	+$67.9K	0.01%	182

Other funds holding YELP

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

USA Financial Formulas's YELP Position: Q1 2024 in Review

USA Financial Formulas sold out of Yelp (YELP) in Q1 2024, closing a stake of 1,539 shares — an estimated $72.9K sold.

USA Financial Formulas first reported a position in YELP in Q4 2023 and held it in 1 quarter. The position peaked at $72.9K in Q4 2023. 283 funds tracked by Wall St. Rank hold YELP as of Q1 2024.

USA Financial Formulas reported no remaining Yelp position as of Q1 2024 after selling out during the quarter.
USA Financial Formulas sold 1,539 Yelp shares in Q1 2024, an estimated $72.9K.
USA Financial Formulas first reported a position in Yelp in Q4 2023 and held it in 1 quarter.
USA Financial Formulas's Yelp position peaked at $72.9K in Q4 2023.
283 funds tracked by Wall St. Rank held Yelp as of Q1 2024.

Based on USA Financial Formulas's 13F filing for Q1 2024, filed 30 Apr 2024.