Mosaic Family Wealth’s Universal Display OLED Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-22	Closed	-$3K	–	466
2019 Q1	$3K	Hold	22	–	–	﹤0.01%	619
2018 Q4	$2K	Hold	22	–	–	﹤0.01%	599
2018 Q3	$2K	Hold	22	–	–	﹤0.01%	608
2018 Q2	$2K	Hold	22	–	–	﹤0.01%	641
2018 Q1	$2K	Buy	22 +7	+47%	+$1.05K	﹤0.01%	635
2017 Q4	$3K	Hold	15	–	–	﹤0.01%	628
2017 Q3	$2K	Hold	15	–	–	﹤0.01%	841
2017 Q2	$2K	Hold	15	–	–	﹤0.01%	681
2017 Q1	$1K	Hold	15	–	–	﹤0.01%	708
2016 Q4	$1K	Hold	15	–	–	﹤0.01%	688
2016 Q3	$1K	Hold	15	–	–	﹤0.01%	730
2016 Q2	$2K	Hold	15	–	–	﹤0.01%	727
2016 Q1	$0	Hold	15	–	–	﹤0.01%	825
2015 Q4	$0	Buy	+15	New	+$661	﹤0.01%	777

Other funds holding OLED

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

WRF

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

GAM

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

Mosaic Family Wealth's OLED Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Universal Display (OLED) in Q2 2019, closing a stake of 22 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in OLED in Q4 2015 and held it in 14 quarters. The position peaked at $3K in Q1 2019. 397 funds tracked by Wall St. Rank hold OLED as of Q2 2019.

Mosaic Family Wealth reported no remaining Universal Display position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 22 Universal Display shares in Q2 2019, an estimated $3K.
Mosaic Family Wealth first reported a position in Universal Display in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Universal Display position peaked at $3K in Q1 2019.
397 funds tracked by Wall St. Rank held Universal Display as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.