Thames Capital Management’s Universal Display OLED Stock Holding History

Thames Capital 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
2021 Q1	–	Sell	-8,454	Closed	-$1.94M	–	59
2020 Q4	$1.94M	Sell	8,454 -6,636	-44%	-$1.42M	0.55%	47
2020 Q3	$2.73M	Sell	15,090 -4,033	-21%	-$689K	0.96%	34
2020 Q2	$2.86M	Buy	+19,123	New	+$2.81M	1.12%	30

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

Thames Capital Management's OLED Position: Q1 2021 in Review

Thames Capital Management sold out of Universal Display (OLED) in Q1 2021, closing a stake of 8,454 shares — an estimated $1.94M sold.

Thames Capital Management first reported a position in OLED in Q2 2020 and held it in 3 quarters. The position peaked at $2.86M in Q2 2020. 451 funds tracked by Wall St. Rank hold OLED as of Q1 2021.

Thames Capital Management reported no remaining Universal Display position as of Q1 2021 after selling out during the quarter.
Thames Capital Management sold 8,454 Universal Display shares in Q1 2021, an estimated $1.94M.
Thames Capital Management first reported a position in Universal Display in Q2 2020 and held it in 3 quarters.
Thames Capital Management's Universal Display position peaked at $2.86M in Q2 2020.
451 funds tracked by Wall St. Rank held Universal Display as of Q1 2021.

Based on Thames Capital Management's 13F filing for Q1 2021, filed 13 May 2021.