Bourgeon Capital Management’s Universal Display OLED Stock Holding History

Bourgeon Capital 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 Q4	–	Sell	-4	Closed	-$1K	–	310
2020 Q3	$1K	Buy	+4	New	+$683	﹤0.01%	286

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

Bourgeon Capital Management's OLED Position: Q4 2020 in Review

Bourgeon Capital Management sold out of Universal Display (OLED) in Q4 2020, closing a stake of 4 shares — an estimated $1K sold.

Bourgeon Capital Management first reported a position in OLED in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 454 funds tracked by Wall St. Rank hold OLED as of Q4 2020.

Bourgeon Capital Management reported no remaining Universal Display position as of Q4 2020 after selling out during the quarter.
Bourgeon Capital Management sold 4 Universal Display shares in Q4 2020, an estimated $1K.
Bourgeon Capital Management first reported a position in Universal Display in Q3 2020 and held it in 1 quarter.
Bourgeon Capital Management's Universal Display position peaked at $1K in Q3 2020.
454 funds tracked by Wall St. Rank held Universal Display as of Q4 2020.

Based on Bourgeon Capital Management's 13F filing for Q4 2020, filed 29 Jan 2021.