Tairen Capital’s Universal Display OLED Stock Holding History

Tairen Capital’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 Q2	–	Sell	-68,206	Closed	-$10.4M	–	39
2019 Q1	$10.4M	Buy	+68,206	New	+$8.44M	1.17%	16
2018 Q2	–	Sell	-19,820	Closed	-$2M	–	18
2018 Q1	$2M	Buy	+19,820	New	+$2.98M	0.66%	9
2017 Q1	–	Sell	-25,000	Closed	-$1.41M	–	20
2016 Q4	$1.41M	Sell	25,000 -25,000	-50%	-$1.37M	0.35%	16
2016 Q3	$2.78M	Buy	+50,000	New	+$3.17M	0.65%	24

Other funds holding OLED

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GAM

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Tairen Capital's OLED Position: Q2 2019 in Review

Tairen Capital sold out of Universal Display (OLED) in Q2 2019, closing a stake of 68,206 shares — an estimated $10.4M sold.

Tairen Capital first reported a position in OLED in Q3 2016 and held it in 4 quarters. The position peaked at $10.4M in Q1 2019. 397 funds tracked by Wall St. Rank hold OLED as of Q2 2019.

Tairen Capital reported no remaining Universal Display position as of Q2 2019 after selling out during the quarter.
Tairen Capital sold 68,206 Universal Display shares in Q2 2019, an estimated $10.4M.
Tairen Capital first reported a position in Universal Display in Q3 2016 and held it in 4 quarters.
Tairen Capital's Universal Display position peaked at $10.4M in Q1 2019.
397 funds tracked by Wall St. Rank held Universal Display as of Q2 2019.

Based on Tairen Capital's 13F filing for Q2 2019, filed 14 Aug 2019.