Harvest Group Wealth Management’s Universal Display OLED Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-14	Closed	-$3K	–	495
2020 Q4	$3K	Hold	14	–	–	﹤0.01%	307
2020 Q3	$3K	Hold	14	–	–	﹤0.01%	302
2020 Q2	$2K	Hold	14	–	–	﹤0.01%	313
2020 Q1	$1K	Sell	14 -50	-78%	-$8.6K	﹤0.01%	408
2019 Q4	$13K	Hold	64	–	–	0.01%	206
2019 Q3	$11K	Sell	64 -2	-3%	-$400	0.01%	246
2019 Q2	$12K	Hold	66	–	–	0.02%	200
2019 Q1	$10K	Buy	+66	New	+$8.17K	0.01%	243

Other funds holding OLED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Harvest Group Wealth Management's OLED Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Universal Display (OLED) in Q1 2021, closing a stake of 14 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in OLED in Q1 2019 and held it in 8 quarters. The position peaked at $13K in Q4 2019. 451 funds tracked by Wall St. Rank hold OLED as of Q1 2021.

Harvest Group Wealth Management reported no remaining Universal Display position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 14 Universal Display shares in Q1 2021, an estimated $3K.
Harvest Group Wealth Management first reported a position in Universal Display in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Universal Display position peaked at $13K in Q4 2019.
451 funds tracked by Wall St. Rank held Universal Display as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.