Aevitas Wealth Management’s Universal Display OLED Stock Holding History

Aevitas Wealth Management’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
2019 Q2	–	Sell	-954	Closed	-$145K	–	259
2019 Q1	$145K	Hold	954	–	–	0.13%	118
2018 Q4	$89K	Hold	954	–	–	0.09%	137
2018 Q3	$112K	Hold	954	–	–	0.1%	135
2018 Q2	$82K	Hold	954	–	–	0.08%	145
2018 Q1	$96K	Hold	954	–	–	0.1%	137
2017 Q4	$165K	Buy	+954	New	+$152K	0.16%	104

Other funds holding OLED

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

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

BlackRock New York $6.73T AUM 46.02% 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 $17.6B AUM 34.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Aevitas Wealth Management's OLED Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Universal Display (OLED) in Q2 2019, closing a stake of 954 shares — an estimated $145K sold.

Aevitas Wealth Management first reported a position in OLED in Q4 2017 and held it in 6 quarters. The position peaked at $165K in Q4 2017. 397 funds tracked by Wall St. Rank hold OLED as of Q2 2019.

Aevitas Wealth Management reported no remaining Universal Display position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 954 Universal Display shares in Q2 2019, an estimated $145K.
Aevitas Wealth Management first reported a position in Universal Display in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Universal Display position peaked at $165K in Q4 2017.
397 funds tracked by Wall St. Rank held Universal Display as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.