Clear Perspective Advisors’s Universal Display OLED Stock Holding History

Clear Perspective 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
2019 Q4	–	Sell	-330	Closed	-$62K	–	142
2019 Q3	$62K	Hold	330	–	–	0.03%	143
2019 Q2	$62K	Buy	+330	New	+$54.9K	0.04%	170
2018 Q3	–	Sell	-370	Closed	-$32K	–	345
2018 Q2	$32K	Buy	370 +45	+14%	+$4.29K	0.02%	282
2018 Q1	$33K	Buy	+325	New	+$48.9K	0.02%	268

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 $887M AUM 21.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Clear Perspective Advisors's OLED Position: Q4 2019 in Review

Clear Perspective Advisors sold out of Universal Display (OLED) in Q4 2019, closing a stake of 330 shares — an estimated $62K sold.

Clear Perspective Advisors first reported a position in OLED in Q1 2018 and held it in 4 quarters. The position peaked at $62K in Q3 2019. 456 funds tracked by Wall St. Rank hold OLED as of Q4 2019.

Clear Perspective Advisors reported no remaining Universal Display position as of Q4 2019 after selling out during the quarter.
Clear Perspective Advisors sold 330 Universal Display shares in Q4 2019, an estimated $62K.
Clear Perspective Advisors first reported a position in Universal Display in Q1 2018 and held it in 4 quarters.
Clear Perspective Advisors's Universal Display position peaked at $62K in Q3 2019.
456 funds tracked by Wall St. Rank held Universal Display as of Q4 2019.

Based on Clear Perspective Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.