HWG Holdings’s Universal Display OLED Stock Holding History

HWG Holdings’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 Q4	$48K	Sell	233 -341	-59%	-$64.4K	0.04%	83
2019 Q3	$96K	Sell	574 -292	-34%	-$58.4K	0.09%	76
2019 Q2	$163K	Buy	+866	New	+$144K	0.16%	73
2018 Q1	–	Sell	-483	Closed	-$83K	–	107
2017 Q4	$83K	Buy	483 +83	+21%	+$13.2K	0.07%	59
2017 Q3	$52K	Buy	+400	New	+$48.4K	0.04%	54

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

GAM

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

Norges Bank Oslo, Norway $1T AUM

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

HWG Holdings's OLED Position: Q4 2019 in Review

HWG Holdings reduced its Universal Display (OLED) stake by 59% in Q4 2019, selling an estimated $64.4K and leaving 233 shares worth $48K. The position accounts for 0.04% of the portfolio, ranked #83.

HWG Holdings first reported a position in OLED in Q3 2017 and has held it in 5 quarters since. The position peaked at $163K in Q2 2019. 457 funds tracked by Wall St. Rank hold OLED as of Q4 2019.

HWG Holdings held 233 shares of Universal Display worth $48K as of Q4 2019.
HWG Holdings sold 341 Universal Display shares in Q4 2019, an estimated $64.4K.
Universal Display made up 0.04% of HWG Holdings's portfolio in Q4 2019, its #83 holding.
HWG Holdings first reported a position in Universal Display in Q3 2017 and has held it in 5 quarters since.
HWG Holdings's Universal Display position peaked at $163K in Q2 2019.
457 funds tracked by Wall St. Rank held Universal Display as of Q4 2019.

Based on HWG Holdings's 13F filing for Q4 2019, filed 9 Jan 2020.