Edmond de Rothschild Holding’s Universal Display OLED Stock Holding History

Edmond de Rothschild Holding’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 Q1	–	Sell	-2,579	Closed	-$241K	–	669
2018 Q4	$241K	Hold	2,579	–	–	0.01%	375
2018 Q3	$304K	Hold	2,579	–	–	0.01%	394
2018 Q2	$222K	Hold	2,579	–	–	0.01%	453
2018 Q1	$260K	Buy	2,579 +179	+7%	+$26.9K	0.01%	434
2017 Q4	$414K	Sell	2,400 -600	-20%	-$95.7K	0.01%	393
2017 Q3	$387K	Hold	3,000	–	–	0.01%	399
2017 Q2	$328K	Hold	3,000	–	–	0.01%	426
2017 Q1	$258K	Sell	3,000 -1,100	-27%	-$79.2K	0.01%	456
2016 Q4	$231K	Hold	4,100	–	–	0.01%	474
2016 Q3	$228K	Sell	4,100 -3,300	-45%	-$209K	0.01%	498
2016 Q2	$502K	Buy	+7,400	New	+$455K	0.02%	368
2015 Q3	–	Sell	-8,700	Closed	-$450K	–	865
2015 Q2	$450K	Buy	+8,700	New	+$439K	0.01%	388

Other funds holding OLED

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

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 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 $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edmond de Rothschild Holding's OLED Position: Q1 2019 in Review

Edmond de Rothschild Holding sold out of Universal Display (OLED) in Q1 2019, closing a stake of 2,579 shares — an estimated $241K sold.

Edmond de Rothschild Holding first reported a position in OLED in Q2 2015 and held it in 12 quarters. The position peaked at $502K in Q2 2016. 381 funds tracked by Wall St. Rank hold OLED as of Q1 2019.

Edmond de Rothschild Holding reported no remaining Universal Display position as of Q1 2019 after selling out during the quarter.
Edmond de Rothschild Holding sold 2,579 Universal Display shares in Q1 2019, an estimated $241K.
Edmond de Rothschild Holding first reported a position in Universal Display in Q2 2015 and held it in 12 quarters.
Edmond de Rothschild Holding's Universal Display position peaked at $502K in Q2 2016.
381 funds tracked by Wall St. Rank held Universal Display as of Q1 2019.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2019, filed 13 May 2019.