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Acorn Advisory Capital’s Universal Display OLED Stock Holding History

Acorn Advisory Capital’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
2018
Q4 		– Sell
-2,300
Closed -$271K – 38
2018
Q3 		$271K Sell
2,300
-1,300
-36% -$143K 0.31% 40
2018
Q2 		$310K Buy
+3,600
New +$343K 0.37% 37

Other funds holding OLED

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Acorn Advisory Capital's OLED Position: Q4 2018 in Review

Acorn Advisory Capital sold out of Universal Display (OLED) in Q4 2018, closing a stake of 2,300 shares — an estimated $271K sold.

Acorn Advisory Capital first reported a position in OLED in Q2 2018 and held it in 2 quarters. The position peaked at $310K in Q2 2018. 333 funds tracked by Wall St. Rank hold OLED as of Q4 2018.

  • Acorn Advisory Capital reported no remaining Universal Display position as of Q4 2018 after selling out during the quarter.
  • Acorn Advisory Capital sold 2,300 Universal Display shares in Q4 2018, an estimated $271K.
  • Acorn Advisory Capital first reported a position in Universal Display in Q2 2018 and held it in 2 quarters.
  • Acorn Advisory Capital's Universal Display position peaked at $310K in Q2 2018.
  • 333 funds tracked by Wall St. Rank held Universal Display as of Q4 2018.

Based on Acorn Advisory Capital's 13F filing for Q4 2018, filed 12 Feb 2019.