9WM
OLED icon

9258 Wealth Management’s Universal Display OLED Stock Holding History

9258 Wealth 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
2020
Q1 		– Sell
-1,215
Closed -$250K – 301
2019
Q4 		$250K Buy
+1,215
New +$230K 0.09% 240

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

9258 Wealth Management's OLED Position: Q1 2020 in Review

9258 Wealth Management sold out of Universal Display (OLED) in Q1 2020, closing a stake of 1,215 shares — an estimated $250K sold.

9258 Wealth Management first reported a position in OLED in Q4 2019 and held it in 1 quarter. The position peaked at $250K in Q4 2019. 399 funds tracked by Wall St. Rank hold OLED as of Q1 2020.

  • 9258 Wealth Management reported no remaining Universal Display position as of Q1 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 1,215 Universal Display shares in Q1 2020, an estimated $250K.
  • 9258 Wealth Management first reported a position in Universal Display in Q4 2019 and held it in 1 quarter.
  • 9258 Wealth Management's Universal Display position peaked at $250K in Q4 2019.
  • 399 funds tracked by Wall St. Rank held Universal Display as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.