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CSat Investment Advisory’s Universal Display OLED Stock Holding History

CSat Investment Advisory’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
-306
Closed -$55K – 819
2020
Q3 		$55K Buy
306
+38
+14% +$6.49K ﹤0.01% 658
2020
Q2 		$40K Buy
268
+116
+76% +$17K ﹤0.01% 705
2020
Q1 		$20K Buy
152
+23
+18% +$3.96K ﹤0.01% 726
2019
Q4 		$27K Buy
129
+16
+14% +$3.02K 0.01% 716
2019
Q3 		$19K Buy
113
+19
+20% +$3.8K 0.01% 727
2019
Q2 		$18K Buy
+94
New +$15.6K 0.01% 716

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

CSat Investment Advisory's OLED Position: Q4 2020 in Review

CSat Investment Advisory sold out of Universal Display (OLED) in Q4 2020, closing a stake of 306 shares — an estimated $55K sold.

CSat Investment Advisory first reported a position in OLED in Q2 2019 and held it in 6 quarters. The position peaked at $55K in Q3 2020. 454 funds tracked by Wall St. Rank hold OLED as of Q4 2020.

  • CSat Investment Advisory reported no remaining Universal Display position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 306 Universal Display shares in Q4 2020, an estimated $55K.
  • CSat Investment Advisory first reported a position in Universal Display in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Universal Display position peaked at $55K in Q3 2020.
  • 454 funds tracked by Wall St. Rank held Universal Display as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.