OneDigital Investment Advisors’s Universal Display OLED Stock Holding History

OneDigital Investment Advisors’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 Q3	–	Sell	-1,595	Closed	-$300K	–	977
2019 Q2	$300K	Buy	+1,595	New	+$265K	0.02%	350
2018 Q3	–	Sell	-100	Closed	-$9K	–	1145
2018 Q2	$9K	Hold	100	–	–	﹤0.01%	1074
2018 Q1	$10K	Hold	100	–	–	﹤0.01%	1030
2017 Q4	$17K	Hold	100	–	–	﹤0.01%	858
2017 Q3	$13K	Buy	+100	New	+$12.1K	﹤0.01%	772

Other funds holding OLED

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

GAM

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

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

OneDigital Investment Advisors's OLED Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Universal Display (OLED) in Q3 2019, closing a stake of 1,595 shares — an estimated $300K sold.

OneDigital Investment Advisors first reported a position in OLED in Q3 2017 and held it in 5 quarters. The position peaked at $300K in Q2 2019. 409 funds tracked by Wall St. Rank hold OLED as of Q3 2019.

OneDigital Investment Advisors reported no remaining Universal Display position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,595 Universal Display shares in Q3 2019, an estimated $300K.
OneDigital Investment Advisors first reported a position in Universal Display in Q3 2017 and held it in 5 quarters.
OneDigital Investment Advisors's Universal Display position peaked at $300K in Q2 2019.
409 funds tracked by Wall St. Rank held Universal Display as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.