Polar Capital’s Universal Display OLED Stock Holding History

Polar Capital’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 Q4	–	Sell	-109,457	Closed	-$18.4M	–	303
2019 Q3	$18.4M	Sell	109,457 -210,535	-66%	-$42.1M	0.17%	151
2019 Q2	$60.2M	Buy	319,992 +1,187	+0.4%	+$197K	0.53%	62
2019 Q1	$48.7M	Buy	318,805 +114,275	+56%	+$14.1M	0.45%	77
2018 Q4	$19.1M	Buy	204,530 +5,390	+3%	+$544K	0.2%	139
2018 Q3	$23.5M	Sell	199,140 -35,627	-15%	-$3.92M	0.2%	144
2018 Q2	$20.2K	Buy	234,767 +53,450	+29%	+$5.1M	0.12%	154
2018 Q1	$18.3M	Sell	181,317 -11,334	-6%	-$1.7M	0.18%	147
2017 Q4	$33.2M	Sell	192,651 -172,491	-47%	-$27.5M	0.34%	91
2017 Q3	$47M	Sell	365,142 -44,178	-11%	-$5.34M	0.53%	55
2017 Q2	$44.7M	Sell	409,320 -23,059	-5%	-$2.43M	0.6%	50
2017 Q1	$37.2M	Buy	432,379 +117,224	+37%	+$8.44M	0.56%	54
2016 Q4	$17.7M	Sell	315,155 -28,942	-8%	-$1.59M	0.28%	115
2016 Q3	$19.1M	Buy	344,097 +33,325	+11%	+$2.11M	0.33%	99
2016 Q2	$21.1M	Sell	310,772 -126,666	-29%	-$7.78M	0.4%	83
2016 Q1	$23.7M	Buy	437,438 +137,488	+46%	+$6.72M	0.45%	71
2015 Q4	$16.3M	Sell	299,950 -21,672	-7%	-$955K	0.3%	99
2015 Q3	$10.9M	Buy	321,622 +99,881	+45%	+$4.17M	0.22%	136
2015 Q2	$11.5M	Sell	221,741 -84,647	-28%	-$4.27M	0.22%	135
2015 Q1	$14.3M	Buy	+306,388	New	+$10.9M	0.27%	112

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

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

GAM

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

Norges Bank Oslo, Norway $935B AUM

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

Polar Capital's OLED Position: Q4 2019 in Review

Polar Capital sold out of Universal Display (OLED) in Q4 2019, closing a stake of 109,457 shares — an estimated $18.4M sold.

Polar Capital first reported a position in OLED in Q1 2015 and held it in 19 quarters. The position peaked at $60.2M in Q2 2019. 456 funds tracked by Wall St. Rank hold OLED as of Q4 2019.

Polar Capital reported no remaining Universal Display position as of Q4 2019 after selling out during the quarter.
Polar Capital sold 109,457 Universal Display shares in Q4 2019, an estimated $18.4M.
Polar Capital first reported a position in Universal Display in Q1 2015 and held it in 19 quarters.
Polar Capital's Universal Display position peaked at $60.2M in Q2 2019.
456 funds tracked by Wall St. Rank held Universal Display as of Q4 2019.

Based on Polar Capital's 13F filing for Q4 2019, filed 14 Feb 2020.