SWA
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SFMG Wealth Advisors’s Universal Display OLED Stock Holding History

SFMG Wealth 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
Q2 		– Sell
-2,107
Closed -$322K – 162
2019
Q1 		$322K Buy
+2,107
New +$261K 0.05% 108
2018
Q4 		– Sell
-2,106
Closed -$217K – 148
2018
Q3 		$217K Buy
+2,106
New +$231K 0.03% 127
2018
Q2 		– Sell
-2,102
Closed -$212K – 164
2018
Q1 		$212K Hold
2,102
– – 0.04% 135
2017
Q4 		$363K Buy
2,102
+101
+5% +$16.1K 0.06% 99
2017
Q3 		$258K Hold
2,001
– – 0.05% 105
2017
Q2 		$219K Buy
+2,001
New +$211K 0.05% 114
2015
Q2 		– Sell
-6,000
Closed -$281K – 152
2015
Q1 		$281K Buy
+6,000
New +$213K 0.02% 139

Other funds holding OLED

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return