Planning Directions’s Universal Display OLED Stock Holding History

Planning Directions’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
2020 Q2	–	Sell	-1,835	Closed	-$242K	–	89
2020 Q1	$242K	Buy	+1,835	New	+$316K	0.34%	52

Other funds holding OLED

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

BlackRock New York $5.72T AUM 30.48% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIP

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Planning Directions's OLED Position: Q2 2020 in Review

Planning Directions sold out of Universal Display (OLED) in Q2 2020, closing a stake of 1,835 shares — an estimated $242K sold.

Planning Directions first reported a position in OLED in Q1 2020 and held it in 1 quarter. The position peaked at $242K in Q1 2020. 412 funds tracked by Wall St. Rank hold OLED as of Q2 2020.

Planning Directions reported no remaining Universal Display position as of Q2 2020 after selling out during the quarter.
Planning Directions sold 1,835 Universal Display shares in Q2 2020, an estimated $242K.
Planning Directions first reported a position in Universal Display in Q1 2020 and held it in 1 quarter.
Planning Directions's Universal Display position peaked at $242K in Q1 2020.
412 funds tracked by Wall St. Rank held Universal Display as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.