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Waddell & Reed Financial’s Yelp YELP Stock Holding History

Waddell & Reed Financial’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
2019
Q2 		– Sell
-384,767
Closed -$13.3M – 522
2019
Q1 		$13.3M Buy
384,767
+4,760
+1% +$172K 0.03% 402
2018
Q4 		$13.3M Buy
+380,007
New +$14.5M 0.04% 371

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Waddell & Reed Financial's YELP Position: Q2 2019 in Review

Waddell & Reed Financial sold out of Yelp (YELP) in Q2 2019, closing a stake of 384,767 shares — an estimated $13.3M sold.

Waddell & Reed Financial first reported a position in YELP in Q4 2018 and held it in 2 quarters. The position peaked at $13.3M in Q4 2018. 240 funds tracked by Wall St. Rank hold YELP as of Q2 2019.

  • Waddell & Reed Financial reported no remaining Yelp position as of Q2 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 384,767 Yelp shares in Q2 2019, an estimated $13.3M.
  • Waddell & Reed Financial first reported a position in Yelp in Q4 2018 and held it in 2 quarters.
  • Waddell & Reed Financial's Yelp position peaked at $13.3M in Q4 2018.
  • 240 funds tracked by Wall St. Rank held Yelp as of Q2 2019.

Based on Waddell & Reed Financial's 13F filing for Q2 2019, filed 14 Aug 2019.