United Capital Financial Advisors’s Universal Display OLED Stock Holding History

United Capital Financial Advisors’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
2020 Q3	–	Sell	-3,055	Closed	-$457K	–	1212
2020 Q2	$457K	Sell	3,055 -251	-8%	-$36.8K	﹤0.01%	900
2020 Q1	$436K	Sell	3,306 -927	-22%	-$159K	﹤0.01%	865
2019 Q4	$872K	Buy	4,233 +46	+1%	+$8.69K	0.01%	818
2019 Q3	$703K	Sell	4,187 -1,096	-21%	-$219K	﹤0.01%	846
2019 Q2	$994K	Buy	5,283 +827	+19%	+$138K	0.01%	814
2019 Q1	$681K	Buy	4,456 +1,407	+46%	+$174K	﹤0.01%	890
2018 Q4	$285K	Buy	3,049 +116	+4%	+$11.7K	﹤0.01%	1079
2018 Q3	$346K	Buy	2,933 +207	+8%	+$22.8K	﹤0.01%	1058
2018 Q2	$234K	Buy	+2,726	New	+$260K	﹤0.01%	1181

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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

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

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

United Capital Financial Advisors's OLED Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Universal Display (OLED) in Q3 2020, closing a stake of 3,055 shares — an estimated $457K sold.

United Capital Financial Advisors first reported a position in OLED in Q2 2018 and held it in 9 quarters. The position peaked at $994K in Q2 2019. 409 funds tracked by Wall St. Rank hold OLED as of Q3 2020.

United Capital Financial Advisors reported no remaining Universal Display position as of Q3 2020 after selling out during the quarter.
United Capital Financial Advisors sold 3,055 Universal Display shares in Q3 2020, an estimated $457K.
United Capital Financial Advisors first reported a position in Universal Display in Q2 2018 and held it in 9 quarters.
United Capital Financial Advisors's Universal Display position peaked at $994K in Q2 2019.
409 funds tracked by Wall St. Rank held Universal Display as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.