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EFG Asset Management (Americas)’s Universal Display OLED Stock Holding History

EFG Asset Management (Americas)’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
2018
Q2 		– Sell
-8,627
Closed -$871K – 129
2018
Q1 		$871K Buy
8,627
+4,087
+90% +$614K 0.36% 64
2017
Q4 		$784K Buy
4,540
+1,690
+59% +$269K 0.28% 77
2017
Q3 		$367K Buy
2,850
+254
+10% +$30.7K 0.14% 109
2017
Q2 		$284K Sell
2,596
-297
-10% -$31.3K 0.11% 118
2017
Q1 		$249K Buy
+2,893
New +$208K 0.1% 104

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

EFG Asset Management (Americas)'s OLED Position: Q2 2018 in Review

EFG Asset Management (Americas) sold out of Universal Display (OLED) in Q2 2018, closing a stake of 8,627 shares — an estimated $871K sold.

EFG Asset Management (Americas) first reported a position in OLED in Q1 2017 and held it in 5 quarters. The position peaked at $871K in Q1 2018. 308 funds tracked by Wall St. Rank hold OLED as of Q2 2018.

  • EFG Asset Management (Americas) reported no remaining Universal Display position as of Q2 2018 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 8,627 Universal Display shares in Q2 2018, an estimated $871K.
  • EFG Asset Management (Americas) first reported a position in Universal Display in Q1 2017 and held it in 5 quarters.
  • EFG Asset Management (Americas)'s Universal Display position peaked at $871K in Q1 2018.
  • 308 funds tracked by Wall St. Rank held Universal Display as of Q2 2018.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2018, filed 7 Aug 2018.