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Shaker Investments’s Universal Display OLED Stock Holding History

Shaker Investments’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
2018
Q2 		– Sell
-5,946
Closed -$601K – 77
2018
Q1 		$601K Sell
5,946
-10,740
-64% -$1.61M 0.37% 55
2017
Q4 		$2.88M Buy
16,686
+2,125
+15% +$339K 1.91% 16
2017
Q3 		$1.88M Buy
14,561
+1
+0% +$121 1.31% 26
2017
Q2 		$1.59M Sell
14,560
-500
-3% -$52.6K 1.2% 29
2017
Q1 		$1.3M Sell
15,060
-2,160
-13% -$155K 1% 29
2016
Q4 		$969K Buy
17,220
+200
+1% +$11K 0.76% 35
2016
Q3 		$945K Buy
+17,020
New +$1.08M 0.76% 35
2014
Q2 		– Sell
-106,820
Closed -$3.41M – 60
2014
Q1 		$3.41M Sell
106,820
-3,700
-3% -$123K 2.11% 15
2013
Q4 		$3.8M Buy
+110,520
New +$3.68M 2.46% 15

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Shaker Investments's OLED Position: Q2 2018 in Review

Shaker Investments sold out of Universal Display (OLED) in Q2 2018, closing a stake of 5,946 shares — an estimated $601K sold.

Shaker Investments first reported a position in OLED in Q4 2013 and held it in 9 quarters. The position peaked at $3.8M in Q4 2013. 308 funds tracked by Wall St. Rank hold OLED as of Q2 2018.

  • Shaker Investments reported no remaining Universal Display position as of Q2 2018 after selling out during the quarter.
  • Shaker Investments sold 5,946 Universal Display shares in Q2 2018, an estimated $601K.
  • Shaker Investments first reported a position in Universal Display in Q4 2013 and held it in 9 quarters.
  • Shaker Investments's Universal Display position peaked at $3.8M in Q4 2013.
  • 308 funds tracked by Wall St. Rank held Universal Display as of Q2 2018.

Based on Shaker Investments's 13F filing for Q2 2018, filed 30 Jul 2018.