AWM
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Avitas Wealth Management’s Universal Display OLED Stock Holding History

Avitas 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
2020
Q1 		– Sell
-2,825
Closed -$582K – 162
2019
Q4 		$582K Sell
2,825
-1,526
-35% -$288K 0.15% 138
2019
Q3 		$731K Buy
+4,351
New +$871K 0.2% 116

Other funds holding OLED

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
Primecap Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avitas Wealth Management's OLED Position: Q1 2020 in Review

Avitas Wealth Management sold out of Universal Display (OLED) in Q1 2020, closing a stake of 2,825 shares — an estimated $582K sold.

Avitas Wealth Management first reported a position in OLED in Q3 2019 and held it in 2 quarters. The position peaked at $731K in Q3 2019. 399 funds tracked by Wall St. Rank hold OLED as of Q1 2020.

  • Avitas Wealth Management reported no remaining Universal Display position as of Q1 2020 after selling out during the quarter.
  • Avitas Wealth Management sold 2,825 Universal Display shares in Q1 2020, an estimated $582K.
  • Avitas Wealth Management first reported a position in Universal Display in Q3 2019 and held it in 2 quarters.
  • Avitas Wealth Management's Universal Display position peaked at $731K in Q3 2019.
  • 399 funds tracked by Wall St. Rank held Universal Display as of Q1 2020.

Based on Avitas Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.