2Xideas
OLED icon

2Xideas’s Universal Display OLED Stock Holding History

2Xideas’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
2023
Q2 		– Sell
-98,127
Closed -$15.2M – 59
2023
Q1 		$15.2M Buy
98,127
+2,596
+3% +$349K 1.46% 17
2022
Q4 		$10.3M Buy
95,531
+3,086
+3% +$324K 1.09% 31
2022
Q3 		$8.72M Buy
92,445
+12,150
+15% +$1.34M 0.92% 44
2022
Q2 		$8.12M Sell
80,295
-15,196
-16% -$1.95M 0.74% 64
2022
Q1 		$15.9M Buy
95,491
+9,587
+11% +$1.49M 1.12% 18
2021
Q4 		$14.2M Buy
85,904
+33,526
+64% +$5.53M 0.86% 56
2021
Q3 		$8.96M Buy
52,378
+12,456
+31% +$2.58M 0.68% 68
2021
Q2 		$8.88M Buy
39,922
+2,800
+8% +$613K 0.79% 63
2021
Q1 		$8.79M Buy
37,122
+6,044
+19% +$1.4M 0.97% 31
2020
Q4 		$7.14M Buy
+31,078
New +$6.64M 0.89% 58

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

2Xideas's OLED Position: Q2 2023 in Review

2Xideas sold out of Universal Display (OLED) in Q2 2023, closing a stake of 98,127 shares — an estimated $15.2M sold.

2Xideas first reported a position in OLED in Q4 2020 and held it in 10 quarters. The position peaked at $15.9M in Q1 2022. 398 funds tracked by Wall St. Rank hold OLED as of Q2 2023.

  • 2Xideas reported no remaining Universal Display position as of Q2 2023 after selling out during the quarter.
  • 2Xideas sold 98,127 Universal Display shares in Q2 2023, an estimated $15.2M.
  • 2Xideas first reported a position in Universal Display in Q4 2020 and held it in 10 quarters.
  • 2Xideas's Universal Display position peaked at $15.9M in Q1 2022.
  • 398 funds tracked by Wall St. Rank held Universal Display as of Q2 2023.

Based on 2Xideas's 13F filing for Q2 2023, filed 10 Aug 2023.