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Cavalier Investments’s Universal Display OLED Stock Holding History

Cavalier Investments’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
Q2 		– Sell
-16,100
Closed -$2.12M – 106
2020
Q1 		$2.12M Buy
16,100
+4,200
+35% +$722K 1.25% 16
2019
Q4 		$2.45M Hold
11,900
– – 1.06% 27
2019
Q3 		$2M Buy
11,900
+9,300
+358% +$1.86M 0.86% 41
2019
Q2 		$489K Buy
+2,600
New +$432K 0.2% 79
2018
Q2 		– Sell
-9,900
Closed -$1M – 183
2018
Q1 		$1M Buy
9,900
+4,400
+80% +$661K 0.35% 59
2017
Q4 		$950K Buy
5,500
+2,300
+72% +$367K 0.38% 61
2017
Q3 		$412K Buy
+3,200
New +$387K 0.2% 91

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cavalier Investments's OLED Position: Q2 2020 in Review

Cavalier Investments sold out of Universal Display (OLED) in Q2 2020, closing a stake of 16,100 shares — an estimated $2.12M sold.

Cavalier Investments first reported a position in OLED in Q3 2017 and held it in 7 quarters. The position peaked at $2.45M in Q4 2019. 413 funds tracked by Wall St. Rank hold OLED as of Q2 2020.

  • Cavalier Investments reported no remaining Universal Display position as of Q2 2020 after selling out during the quarter.
  • Cavalier Investments sold 16,100 Universal Display shares in Q2 2020, an estimated $2.12M.
  • Cavalier Investments first reported a position in Universal Display in Q3 2017 and held it in 7 quarters.
  • Cavalier Investments's Universal Display position peaked at $2.45M in Q4 2019.
  • 413 funds tracked by Wall St. Rank held Universal Display as of Q2 2020.

Based on Cavalier Investments's 13F filing for Q2 2020, filed 10 Aug 2020.