Berman Capital Advisors’s Universal Display OLED Stock Holding History

Berman Capital Advisors’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
2021 Q3	$9K	Sell	53 -67	-56%	-$13.9K	﹤0.01%	1227
2021 Q2	$26K	Buy	120 +85	+243%	+$18.6K	﹤0.01%	813
2021 Q1	$8K	Hold	35	–	–	﹤0.01%	1113
2020 Q4	$8K	Hold	35	–	–	﹤0.01%	1008
2020 Q3	$6K	Hold	35	–	–	﹤0.01%	976
2020 Q2	$5K	Sell	35 -19	-35%	-$2.79K	﹤0.01%	986
2020 Q1	$7K	Hold	54	–	–	﹤0.01%	787
2019 Q4	$11K	Hold	54	–	–	﹤0.01%	711
2019 Q3	$9K	Hold	54	–	–	﹤0.01%	751
2019 Q2	$10K	Buy	54 +19	+54%	+$3.16K	﹤0.01%	731
2019 Q1	$5K	Buy	35 +30	+600%	+$3.71K	﹤0.01%	870
2018 Q4	$0	Buy	+5	New	+$505	﹤0.01%	1219

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's OLED Position: Q3 2021 in Review

Berman Capital Advisors reduced its Universal Display (OLED) stake by 56% in Q3 2021, selling an estimated $13.9K and leaving 53 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Berman Capital Advisors first reported a position in OLED in Q4 2018 and has held it in 12 quarters since. The position peaked at $26K in Q2 2021. 444 funds tracked by Wall St. Rank hold OLED as of Q3 2021.

Berman Capital Advisors held 53 shares of Universal Display worth $9K as of Q3 2021.
Berman Capital Advisors sold 67 Universal Display shares in Q3 2021, an estimated $13.9K.
Universal Display made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1227 holding.
Berman Capital Advisors first reported a position in Universal Display in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Universal Display position peaked at $26K in Q2 2021.
444 funds tracked by Wall St. Rank held Universal Display as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.