K2 Principal Fund’s Universal Display OLED Stock Holding History

K2 Principal Fund’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 Q2	–	Sell	-100,000	Closed	-$10.1M	–	355
2018 Q1	$10.1M	Buy	+100,000	New	+$15M	0.58%	38

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

K2 Principal Fund's OLED Position: Q3 2018 in Review

K2 Principal Fund sold out of Universal Display (OLED) in Q3 2018, closing a stake of 35,000 shares — an estimated $3.01M sold.

K2 Principal Fund first reported a position in OLED in Q1 2018 and held it in 2 quarters. The position peaked at $6.62M in Q1 2018. 341 funds tracked by Wall St. Rank hold OLED as of Q3 2018.

K2 Principal Fund reported no remaining Universal Display position as of Q3 2018 after selling out during the quarter.
K2 Principal Fund sold 35,000 Universal Display shares in Q3 2018, an estimated $3.01M.
K2 Principal Fund first reported a position in Universal Display in Q1 2018 and held it in 2 quarters.
K2 Principal Fund's Universal Display position peaked at $6.62M in Q1 2018.
341 funds tracked by Wall St. Rank held Universal Display as of Q3 2018.

Based on K2 Principal Fund's 13F filing for Q3 2018, filed 13 Nov 2018.