Financial Architects (New Jersey)’s Universal Display OLED Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-200	Closed	-$38K	–	1127
2019 Q2	$38K	Sell	200 -400	-67%	-$66.5K	0.01%	563
2019 Q1	$92K	Sell	600 -200	-25%	-$24.7K	0.02%	475
2018 Q4	$75K	Hold	800	–	–	0.01%	467
2018 Q3	$94K	Buy	+800	New	+$87.9K	0.02%	482
2018 Q2	–	Sell	-200	Closed	-$20K	–	1449
2018 Q1	$20K	Sell	200 -200	-50%	-$30.1K	﹤0.01%	883
2017 Q4	$70K	Buy	+400	New	+$63.8K	0.01%	589

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 $169B AUM 114.72% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

EIP

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Financial Architects (New Jersey)'s OLED Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Universal Display (OLED) in Q3 2020, closing a stake of 100 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in OLED in Q3 2014 and held it in 22 quarters. The position peaked at $92K in Q1 2018. 409 funds tracked by Wall St. Rank hold OLED as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Universal Display position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 100 Universal Display shares in Q3 2020, an estimated $15K.
Financial Architects (New Jersey) first reported a position in Universal Display in Q3 2014 and held it in 22 quarters.
Financial Architects (New Jersey)'s Universal Display position peaked at $92K in Q1 2018.
409 funds tracked by Wall St. Rank held Universal Display as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.