Cabot Wealth Management’s Universal Display OLED Stock Holding History

Cabot 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 Q4	–	Sell	-6,556	Closed	-$1.1M	–	133
2019 Q3	$1.1M	Buy	+6,556	New	+$1.31M	0.23%	82

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

GAM

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

Norges Bank Oslo, Norway $935B AUM

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

Cabot Wealth Management's OLED Position: Q4 2019 in Review

Cabot Wealth Management sold out of Universal Display (OLED) in Q4 2019, closing a stake of 6,556 shares — an estimated $1.1M sold.

Cabot Wealth Management first reported a position in OLED in Q3 2019 and held it in 1 quarter. The position peaked at $1.1M in Q3 2019. 457 funds tracked by Wall St. Rank hold OLED as of Q4 2019.

Cabot Wealth Management reported no remaining Universal Display position as of Q4 2019 after selling out during the quarter.
Cabot Wealth Management sold 6,556 Universal Display shares in Q4 2019, an estimated $1.1M.
Cabot Wealth Management first reported a position in Universal Display in Q3 2019 and held it in 1 quarter.
Cabot Wealth Management's Universal Display position peaked at $1.1M in Q3 2019.
457 funds tracked by Wall St. Rank held Universal Display as of Q4 2019.

Based on Cabot Wealth Management's 13F filing for Q4 2019, filed 12 Feb 2020.