SkyOak Wealth’s Universal Display OLED Stock Holding History

SkyOak Wealth’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
2021 Q1	–	Sell	-1,314	Closed	-$302K	–	248
2020 Q4	$302K	Hold	1,314	–	–	0.09%	162
2020 Q3	$237K	Sell	1,314 -50	-4%	-$8.54K	0.09%	175
2020 Q2	$204K	Sell	1,364 -1,983	-59%	-$291K	0.08%	217
2020 Q1	$441K	Sell	3,347 -5,248	-61%	-$903K	0.23%	106
2019 Q4	$1.77M	Buy	+8,595	New	+$1.62M	0.55%	46

Other funds holding OLED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SkyOak Wealth's OLED Position: Q1 2021 in Review

SkyOak Wealth sold out of Universal Display (OLED) in Q1 2021, closing a stake of 1,314 shares — an estimated $302K sold.

SkyOak Wealth first reported a position in OLED in Q4 2019 and held it in 5 quarters. The position peaked at $1.77M in Q4 2019. 451 funds tracked by Wall St. Rank hold OLED as of Q1 2021.

SkyOak Wealth reported no remaining Universal Display position as of Q1 2021 after selling out during the quarter.
SkyOak Wealth sold 1,314 Universal Display shares in Q1 2021, an estimated $302K.
SkyOak Wealth first reported a position in Universal Display in Q4 2019 and held it in 5 quarters.
SkyOak Wealth's Universal Display position peaked at $1.77M in Q4 2019.
451 funds tracked by Wall St. Rank held Universal Display as of Q1 2021.

Based on SkyOak Wealth's 13F filing for Q1 2021, filed 29 Apr 2021.