Sandler Capital Management’s Universal Display OLED Stock Holding History

Sandler Capital Management’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	-17,451	Closed	-$3.6M	–	101
2019 Q4	$3.6M	Buy	+17,451	New	+$3.3M	0.41%	60
2018 Q1	–	Sell	-14,730	Closed	-$2.54M	–	149
2017 Q4	$2.54M	Sell	14,730 -20,060	-58%	-$3.2M	0.36%	86
2017 Q3	$4.48M	Buy	+34,790	New	+$4.21M	0.56%	64
2017 Q2	–	Sell	-36,510	Closed	-$3.14M	–	186
2017 Q1	$3.14M	Buy	+36,510	New	+$2.63M	0.22%	138

Other funds holding OLED

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

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

WRF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EIP

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sandler Capital Management's OLED Position: Q1 2020 in Review

Sandler Capital Management sold out of Universal Display (OLED) in Q1 2020, closing a stake of 17,451 shares — an estimated $3.6M sold.

Sandler Capital Management first reported a position in OLED in Q1 2017 and held it in 4 quarters. The position peaked at $4.48M in Q3 2017. 400 funds tracked by Wall St. Rank hold OLED as of Q1 2020.

Sandler Capital Management reported no remaining Universal Display position as of Q1 2020 after selling out during the quarter.
Sandler Capital Management sold 17,451 Universal Display shares in Q1 2020, an estimated $3.6M.
Sandler Capital Management first reported a position in Universal Display in Q1 2017 and held it in 4 quarters.
Sandler Capital Management's Universal Display position peaked at $4.48M in Q3 2017.
400 funds tracked by Wall St. Rank held Universal Display as of Q1 2020.

Based on Sandler Capital Management's 13F filing for Q1 2020, filed 15 May 2020.