GCA
OLED icon

Gideon Capital Advisors’s Universal Display OLED Stock Holding History

Gideon Capital 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
2020
Q1 		– Sell
-2,528
Closed -$521K – 150
2019
Q4 		$521K Buy
+2,528
New +$478K 0.18% 170
2019
Q2 		– Sell
-3,007
Closed -$460K – 385
2019
Q1 		$460K Buy
+3,007
New +$372K 0.16% 188
2018
Q2 		– Sell
-2,441
Closed -$247K – 458
2018
Q1 		$247K Buy
2,441
+1,086
+80% +$163K 0.15% 277
2017
Q4 		$234K Buy
+1,355
New +$216K 0.21% 227

Other funds holding OLED

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gideon Capital Advisors's OLED Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Universal Display (OLED) in Q1 2020, closing a stake of 2,528 shares — an estimated $521K sold.

Gideon Capital Advisors first reported a position in OLED in Q4 2017 and held it in 4 quarters. The position peaked at $521K in Q4 2019. 400 funds tracked by Wall St. Rank hold OLED as of Q1 2020.

  • Gideon Capital Advisors reported no remaining Universal Display position as of Q1 2020 after selling out during the quarter.
  • Gideon Capital Advisors sold 2,528 Universal Display shares in Q1 2020, an estimated $521K.
  • Gideon Capital Advisors first reported a position in Universal Display in Q4 2017 and held it in 4 quarters.
  • Gideon Capital Advisors's Universal Display position peaked at $521K in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Universal Display as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.