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UBS’s Universal Display OLED Stock Holding History

UBS’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
2014
Q3 		$134K Buy
4,100
+300
+8% +$9.9K ﹤0.01% 5625
2014
Q2 		$122K Sell
3,800
-12,200
-76% -$340K ﹤0.01% 5708
2014
Q1 		$511K Sell
16,000
-8,500
-35% -$282K ﹤0.01% 4212
2013
Q4 		$842K Buy
24,500
+9,900
+68% +$330K ﹤0.01% 3725
2013
Q3 		$468K Buy
14,600
+900
+7% +$28.8K ﹤0.01% 4214
2013
Q2 		$385K Buy
+13,700
New +$406K ﹤0.01% 4353

Other funds holding OLED

DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's OLED Position: Q3 2014 in Review

UBS reduced its Universal Display (OLED) stake by 6% in Q3 2014, selling an estimated $80.8K and leaving 38,223 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3373.

UBS first reported a position in OLED in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.67M in Q4 2013. 130 funds tracked by Wall St. Rank hold OLED as of Q3 2014.

  • UBS held 38,223 shares of Universal Display worth $1.25M as of Q3 2014.
  • UBS sold 2,449 Universal Display shares in Q3 2014, an estimated $80.8K.
  • Universal Display made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3373 holding.
  • UBS first reported a position in Universal Display in Q2 2013 and has held it in 6 quarters since.
  • UBS's Universal Display position peaked at $1.67M in Q4 2013.
  • 130 funds tracked by Wall St. Rank held Universal Display as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.