Clear Harbor Asset Management’s Universal Display OLED Stock Holding History

Clear Harbor Asset 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	-80	Closed	-$14.5K	–	606
2020 Q3	$14.5K	Buy	+80	New	+$13.7K	﹤0.01%	543
2020 Q1	–	Sell	-130	Closed	-$26.8K	–	568
2019 Q4	$26.8K	Buy	+130	New	+$24.6K	﹤0.01%	480
2017 Q4	–	Sell	-5,868	Closed	-$756K	–	258
2017 Q3	$756K	Sell	5,868 -320	-5%	-$38.7K	0.15%	108
2017 Q2	$713K	Sell	6,188 -582	-9%	-$61.3K	0.14%	113
2017 Q1	$583K	Sell	6,770 -350	-5%	-$25.2K	0.12%	121
2016 Q4	$401K	Hold	7,120	–	–	0.08%	158
2016 Q3	$395K	Sell	7,120 -3,900	-35%	-$247K	0.09%	162
2016 Q2	$747K	Sell	11,020 -10	-0.1%	-$615	0.16%	101
2016 Q1	$597K	Sell	11,030 -130	-1%	-$6.35K	0.13%	119
2015 Q4	$608K	Sell	11,160 -9,770	-47%	-$431K	0.14%	114
2015 Q3	$710K	Buy	20,930 +10	+0%	+$418	0.16%	106
2015 Q2	$1.08M	Hold	20,920	–	–	0.21%	102
2015 Q1	$978K	Buy	20,920 +290	+1%	+$10.3K	0.19%	103
2014 Q4	$572K	Buy	+20,630	New	+$588K	0.12%	141

Other funds holding OLED

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Clear Harbor Asset Management's OLED Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Universal Display (OLED) in Q4 2020, closing a stake of 80 shares — an estimated $14.5K sold.

Clear Harbor Asset Management first reported a position in OLED in Q4 2014 and held it in 14 quarters. The position peaked at $1.08M in Q2 2015. 455 funds tracked by Wall St. Rank hold OLED as of Q4 2020.

Clear Harbor Asset Management reported no remaining Universal Display position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 80 Universal Display shares in Q4 2020, an estimated $14.5K.
Clear Harbor Asset Management first reported a position in Universal Display in Q4 2014 and held it in 14 quarters.
Clear Harbor Asset Management's Universal Display position peaked at $1.08M in Q2 2015.
455 funds tracked by Wall St. Rank held Universal Display as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.