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Shufro Rose & Co’s Universal Display OLED Stock Holding History

Shufro Rose & Co’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
-1,475
Closed -$304K – 315
2019
Q4 		$304K Sell
1,475
-1,000
-40% -$189K 0.03% 225
2019
Q3 		$416K Hold
2,475
– – 0.04% 178
2019
Q2 		$465K Hold
2,475
– – 0.05% 169
2019
Q1 		$378K Buy
+2,475
New +$306K 0.04% 188
2018
Q4 		– Sell
-4,975
Closed -$587K – 309
2018
Q3 		$587K Buy
+4,975
New +$547K 0.05% 163

Other funds holding OLED

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
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

Shufro Rose & Co's OLED Position: Q1 2020 in Review

Shufro Rose & Co sold out of Universal Display (OLED) in Q1 2020, closing a stake of 1,475 shares — an estimated $304K sold.

Shufro Rose & Co first reported a position in OLED in Q3 2018 and held it in 5 quarters. The position peaked at $587K in Q3 2018. 399 funds tracked by Wall St. Rank hold OLED as of Q1 2020.

  • Shufro Rose & Co reported no remaining Universal Display position as of Q1 2020 after selling out during the quarter.
  • Shufro Rose & Co sold 1,475 Universal Display shares in Q1 2020, an estimated $304K.
  • Shufro Rose & Co first reported a position in Universal Display in Q3 2018 and held it in 5 quarters.
  • Shufro Rose & Co's Universal Display position peaked at $587K in Q3 2018.
  • 399 funds tracked by Wall St. Rank held Universal Display as of Q1 2020.

Based on Shufro Rose & Co's 13F filing for Q1 2020, filed 22 Apr 2020.