1776 Wealth’s Universal Display OLED Stock Holding History

1776 Wealth’s Portfolio OLED Stock Details OLED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-50	Closed	-$7K	–	251
2020 Q2	$7K	Sell	50 -50	-50%	-$7.34K	﹤0.01%	301
2020 Q1	$16K	Buy	100 +50	+100%	+$8.6K	0.01%	295
2019 Q4	$10K	Buy	+50	New	+$9.45K	0.01%	279

Other funds holding OLED

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAM

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

1776 Wealth's OLED Position: Q3 2020 in Review

1776 Wealth sold out of Universal Display (OLED) in Q3 2020, closing a stake of 50 shares — an estimated $7K sold.

1776 Wealth first reported a position in OLED in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q1 2020. 409 funds tracked by Wall St. Rank hold OLED as of Q3 2020.

1776 Wealth reported no remaining Universal Display position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 50 Universal Display shares in Q3 2020, an estimated $7K.
1776 Wealth first reported a position in Universal Display in Q4 2019 and held it in 3 quarters.
1776 Wealth's Universal Display position peaked at $16K in Q1 2020.
409 funds tracked by Wall St. Rank held Universal Display as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.