Sonora Investment Management’s Universal Display OLED Stock Holding History

Sonora Investment 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
2019 Q1	–	Sell	-100	Closed	-$9K	–	1524
2018 Q4	$9K	Hold	100	–	–	﹤0.01%	908
2018 Q3	$12K	Hold	100	–	–	﹤0.01%	799
2018 Q2	$9K	Hold	100	–	–	﹤0.01%	856
2018 Q1	$10.1K	Hold	100	–	–	﹤0.01%	797
2017 Q4	$17.3K	Hold	100	–	–	﹤0.01%	638
2017 Q3	$12.9K	Hold	100	–	–	﹤0.01%	633
2017 Q2	$10.9K	Hold	100	–	–	﹤0.01%	683
2017 Q1	$8.61K	Hold	100	–	–	﹤0.01%	720
2016 Q4	$5.63K	Sell	100 -100	-50%	-$5.5K	﹤0.01%	687
2016 Q3	$11.1K	Sell	200 -100	-33%	-$6.34K	﹤0.01%	573
2016 Q2	$20.3K	Hold	300	–	–	﹤0.01%	439
2016 Q1	$18K	Sell	300 -100	-25%	-$4.89K	﹤0.01%	502
2015 Q4	$22K	Hold	400	–	–	0.01%	390
2015 Q3	$15K	Buy	+400	New	+$16.7K	﹤0.01%	376

Other funds holding OLED

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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sonora Investment Management's OLED Position: Q1 2019 in Review

Sonora Investment Management sold out of Universal Display (OLED) in Q1 2019, closing a stake of 100 shares — an estimated $9K sold.

Sonora Investment Management first reported a position in OLED in Q3 2015 and held it in 14 quarters. The position peaked at $22K in Q4 2015. 381 funds tracked by Wall St. Rank hold OLED as of Q1 2019.

Sonora Investment Management reported no remaining Universal Display position as of Q1 2019 after selling out during the quarter.
Sonora Investment Management sold 100 Universal Display shares in Q1 2019, an estimated $9K.
Sonora Investment Management first reported a position in Universal Display in Q3 2015 and held it in 14 quarters.
Sonora Investment Management's Universal Display position peaked at $22K in Q4 2015.
381 funds tracked by Wall St. Rank held Universal Display as of Q1 2019.

Based on Sonora Investment Management's 13F filing for Q1 2019, filed 9 Apr 2019.