Advisory Alpha’s Universal Display OLED Stock Holding History

Advisory Alpha’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 Q4	–	Sell	-424	Closed	-$81K	–	476
2020 Q3	$81K	Buy	+424	New	+$72.4K	0.02%	165
2020 Q2	–	Sell	-424	Closed	-$58.4K	–	439
2020 Q1	$58.4K	Hold	424	–	–	0.02%	190
2019 Q4	$92.5K	Hold	424	–	–	0.02%	214
2019 Q3	$70.9K	Buy	+424	New	+$84.8K	0.02%	205
2019 Q2	–	Sell	-424	Closed	-$71.2K	–	471
2019 Q1	$71.2K	Buy	+424	New	+$52.5K	0.03%	192

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

WRF

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

EIP

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

Advisory Alpha's OLED Position: Q4 2020 in Review

Advisory Alpha sold out of Universal Display (OLED) in Q4 2020, closing a stake of 424 shares — an estimated $81K sold.

Advisory Alpha first reported a position in OLED in Q1 2019 and held it in 5 quarters. The position peaked at $92.5K in Q4 2019. 454 funds tracked by Wall St. Rank hold OLED as of Q4 2020.

Advisory Alpha reported no remaining Universal Display position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 424 Universal Display shares in Q4 2020, an estimated $81K.
Advisory Alpha first reported a position in Universal Display in Q1 2019 and held it in 5 quarters.
Advisory Alpha's Universal Display position peaked at $92.5K in Q4 2019.
454 funds tracked by Wall St. Rank held Universal Display as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.