EWA
OLED icon

EP Wealth Advisors’s Universal Display OLED Stock Holding History

EP Wealth 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
Q2 		– Sell
-2,071
Closed -$317K – 335
2019
Q1 		$317K Buy
+2,071
New +$256K 0.03% 201
2018
Q4 		– Sell
-1,890
Closed -$223K – 288
2018
Q3 		$223K Buy
+1,890
New +$208K 0.02% 258

Other funds holding OLED

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

EP Wealth Advisors's OLED Position: Q2 2019 in Review

EP Wealth Advisors sold out of Universal Display (OLED) in Q2 2019, closing a stake of 2,071 shares — an estimated $317K sold.

EP Wealth Advisors first reported a position in OLED in Q3 2018 and held it in 2 quarters. The position peaked at $317K in Q1 2019. 397 funds tracked by Wall St. Rank hold OLED as of Q2 2019.

  • EP Wealth Advisors reported no remaining Universal Display position as of Q2 2019 after selling out during the quarter.
  • EP Wealth Advisors sold 2,071 Universal Display shares in Q2 2019, an estimated $317K.
  • EP Wealth Advisors first reported a position in Universal Display in Q3 2018 and held it in 2 quarters.
  • EP Wealth Advisors's Universal Display position peaked at $317K in Q1 2019.
  • 397 funds tracked by Wall St. Rank held Universal Display as of Q2 2019.

Based on EP Wealth Advisors's 13F filing for Q2 2019, filed 27 Aug 2019.