Advisory Research’s Universal Display OLED Stock Holding History

Advisory Research’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 Q1	–	Sell	-13,412	Closed	-$2.32M	–	409
2017 Q4	$2.32M	Sell	13,412 -16,186	-55%	-$2.58M	0.04%	209
2017 Q3	$3.81M	Sell	29,598 -16,557	-36%	-$2M	0.06%	165
2017 Q2	$5.04M	Sell	46,155 -30,495	-40%	-$3.21M	0.08%	151
2017 Q1	$6.6M	Buy	+76,650	New	+$5.52M	0.1%	132

Other funds holding OLED

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

WRF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Advisory Research's OLED Position: Q1 2018 in Review

Advisory Research sold out of Universal Display (OLED) in Q1 2018, closing a stake of 13,412 shares — an estimated $2.32M sold.

Advisory Research first reported a position in OLED in Q1 2017 and held it in 4 quarters. The position peaked at $6.6M in Q1 2017. 334 funds tracked by Wall St. Rank hold OLED as of Q1 2018.

Advisory Research reported no remaining Universal Display position as of Q1 2018 after selling out during the quarter.
Advisory Research sold 13,412 Universal Display shares in Q1 2018, an estimated $2.32M.
Advisory Research first reported a position in Universal Display in Q1 2017 and held it in 4 quarters.
Advisory Research's Universal Display position peaked at $6.6M in Q1 2017.
334 funds tracked by Wall St. Rank held Universal Display as of Q1 2018.

Based on Advisory Research's 13F filing for Q1 2018, filed 15 May 2018.