Echo Street Capital Management’s Universal Display OLED Stock Holding History

Echo Street Capital 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
2023 Q3	–	Sell	-6,559	Closed	-$945K	–	547
2023 Q2	$945K	Buy	6,559 +4,687	+250%	+$672K	0.01%	146
2023 Q1	$290K	Buy	+1,872	New	+$252K	﹤0.01%	383
2022 Q3	–	Sell	-5,794	Closed	-$586K	–	659
2022 Q2	$586K	Buy	+5,794	New	+$745K	0.01%	280
2021 Q4	–	Sell	-9,294	Closed	-$1.59M	–	718
2021 Q3	$1.59M	Buy	9,294 +8,268	+806%	+$1.71M	0.01%	173
2021 Q2	$228K	Buy	+1,026	New	+$225K	﹤0.01%	536

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Echo Street Capital Management's OLED Position: Q3 2023 in Review

Echo Street Capital Management sold out of Universal Display (OLED) in Q3 2023, closing a stake of 6,559 shares — an estimated $945K sold.

Echo Street Capital Management first reported a position in OLED in Q2 2021 and held it in 5 quarters. The position peaked at $1.59M in Q3 2021. 399 funds tracked by Wall St. Rank hold OLED as of Q3 2023.

Echo Street Capital Management reported no remaining Universal Display position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 6,559 Universal Display shares in Q3 2023, an estimated $945K.
Echo Street Capital Management first reported a position in Universal Display in Q2 2021 and held it in 5 quarters.
Echo Street Capital Management's Universal Display position peaked at $1.59M in Q3 2021.
399 funds tracked by Wall St. Rank held Universal Display as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.