Valley National Advisers’s Yelp YELP Stock Holding History

Valley National Advisers’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	-29	Closed	-$1K	–	1301
2023 Q4	$1K	Hold	29	–	–	﹤0.01%	1172
2023 Q3	$1K	Hold	29	–	–	﹤0.01%	1042
2023 Q2	$2K	Hold	29	–	–	﹤0.01%	833
2023 Q1	$1K	Hold	29	–	–	﹤0.01%	869
2022 Q4	$0	Hold	29	–	–	﹤0.01%	1002
2022 Q3	$1K	Hold	29	–	–	﹤0.01%	892
2022 Q2	$1K	Hold	29	–	–	﹤0.01%	871
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	893
2021 Q4	$1K	Hold	29	–	–	﹤0.01%	895
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	857
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	866
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	828
2020 Q4	$1K	Hold	29	–	–	﹤0.01%	786
2020 Q3	$1K	Hold	29	–	–	﹤0.01%	754
2020 Q2	$1K	Hold	29	–	–	﹤0.01%	756
2020 Q1	$1K	Buy	+29	New	+$882	﹤0.01%	738

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

Valley National Advisers's YELP Position: Q1 2024 in Review

Valley National Advisers sold out of Yelp (YELP) in Q1 2024, closing a stake of 29 shares — an estimated $1K sold.

Valley National Advisers first reported a position in YELP in Q1 2020 and held it in 16 quarters. The position peaked at $2K in Q2 2023. 283 funds tracked by Wall St. Rank hold YELP as of Q1 2024.

Valley National Advisers reported no remaining Yelp position as of Q1 2024 after selling out during the quarter.
Valley National Advisers sold 29 Yelp shares in Q1 2024, an estimated $1K.
Valley National Advisers first reported a position in Yelp in Q1 2020 and held it in 16 quarters.
Valley National Advisers's Yelp position peaked at $2K in Q2 2023.
283 funds tracked by Wall St. Rank held Yelp as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.