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Private Wealth Partners’s Universal Display OLED Stock Holding History

Private Wealth Partners’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
Q1 		– Sell
-1,000
Closed -$206K – 133
2019
Q4 		$206K Buy
+1,000
New +$189K 0.03% 116
2019
Q3 		– Sell
-2,000
Closed -$376K – 134
2019
Q2 		$376K Buy
+2,000
New +$333K 0.06% 98

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Primecap Management
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
Fidelity Investments
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Private Wealth Partners's OLED Position: Q1 2020 in Review

Private Wealth Partners sold out of Universal Display (OLED) in Q1 2020, closing a stake of 1,000 shares — an estimated $206K sold.

Private Wealth Partners first reported a position in OLED in Q2 2019 and held it in 2 quarters. The position peaked at $376K in Q2 2019. 399 funds tracked by Wall St. Rank hold OLED as of Q1 2020.

  • Private Wealth Partners reported no remaining Universal Display position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Partners sold 1,000 Universal Display shares in Q1 2020, an estimated $206K.
  • Private Wealth Partners first reported a position in Universal Display in Q2 2019 and held it in 2 quarters.
  • Private Wealth Partners's Universal Display position peaked at $376K in Q2 2019.
  • 399 funds tracked by Wall St. Rank held Universal Display as of Q1 2020.

Based on Private Wealth Partners's 13F filing for Q1 2020, filed 24 Apr 2020.