Stelliam Investment Management’s Universal Display OLED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-161,500	Closed	-$19M	–	31
2018 Q3	$19M	Sell	161,500 -12,500	-7%	-$1.47M	1.02%	29
2018 Q2	$15M	Buy	174,000 +24,000	+16%	+$2.06M	0.69%	35
2018 Q1	$15.2M	Buy	+150,000	New	+$15.2M	0.63%	40