AWM
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Angeles Wealth Management’s Universal Display OLED Stock Holding History

Angeles 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
2023
Q3 		– Sell
-2,119
Closed -$305K – 235
2023
Q2 		$305K Buy
+2,119
New +$304K 0.04% 138

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Angeles Wealth Management's OLED Position: Q3 2023 in Review

Angeles Wealth Management sold out of Universal Display (OLED) in Q3 2023, closing a stake of 2,119 shares — an estimated $305K sold.

Angeles Wealth Management first reported a position in OLED in Q2 2023 and held it in 1 quarter. The position peaked at $305K in Q2 2023. 398 funds tracked by Wall St. Rank hold OLED as of Q3 2023.

  • Angeles Wealth Management reported no remaining Universal Display position as of Q3 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 2,119 Universal Display shares in Q3 2023, an estimated $305K.
  • Angeles Wealth Management first reported a position in Universal Display in Q2 2023 and held it in 1 quarter.
  • Angeles Wealth Management's Universal Display position peaked at $305K in Q2 2023.
  • 398 funds tracked by Wall St. Rank held Universal Display as of Q3 2023.

Based on Angeles Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.