Jericho Capital Asset Management’s Universal Display OLED Stock Holding History

Jericho Capital Asset 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
2018 Q1	–	Sell	-316,007	Closed	-$54.6M	–	32
2017 Q4	$54.6M	Sell	316,007 -289,000	-48%	-$46.1M	2.85%	17
2017 Q3	$78M	Buy	605,007 +311,007	+106%	+$37.6M	4.43%	9
2017 Q2	$32.1M	Buy	+294,000	New	+$31M	1.83%	28

Other funds holding OLED

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

WRF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jericho Capital Asset Management's OLED Position: Q1 2018 in Review

Jericho Capital Asset Management sold out of Universal Display (OLED) in Q1 2018, closing a stake of 316,007 shares — an estimated $54.6M sold.

Jericho Capital Asset Management first reported a position in OLED in Q2 2017 and held it in 3 quarters. The position peaked at $78M in Q3 2017. 334 funds tracked by Wall St. Rank hold OLED as of Q1 2018.

Jericho Capital Asset Management reported no remaining Universal Display position as of Q1 2018 after selling out during the quarter.
Jericho Capital Asset Management sold 316,007 Universal Display shares in Q1 2018, an estimated $54.6M.
Jericho Capital Asset Management first reported a position in Universal Display in Q2 2017 and held it in 3 quarters.
Jericho Capital Asset Management's Universal Display position peaked at $78M in Q3 2017.
334 funds tracked by Wall St. Rank held Universal Display as of Q1 2018.

Based on Jericho Capital Asset Management's 13F filing for Q1 2018, filed 15 May 2018.