Appleton Group’s Universal Display OLED Stock Holding History

Appleton Group’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	$285K	Buy	+1,816	New	+$276K	1%	19
2023 Q2	–	Sell	-2,172	Closed	-$337K	–	44
2023 Q1	$337K	Sell	2,172 -624	-22%	-$83.9K	0.66%	18
2022 Q4	$302K	Buy	+2,796	New	+$293K	0.44%	28
2022 Q2	–	Sell	-2,230	Closed	-$372K	–	37
2022 Q1	$372K	Sell	2,230 -318	-12%	-$49.4K	0.52%	22
2021 Q4	$420K	Buy	+2,548	New	+$420K	0.42%	28
2021 Q3	–	Sell	-1,685	Closed	-$375K	–	49
2021 Q2	$375K	Buy	+1,685	New	+$369K	0.29%	35

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Appleton Group's OLED Position: Q3 2023 in Review

Appleton Group opened a new position in Universal Display (OLED) in Q3 2023: 1,816 shares worth $285K. The stake represents 1% of the portfolio and ranks #19 among its holdings. This is a return to the name: Appleton Group previously reported a position in OLED as recently as Q1 2023.

Appleton Group first reported a position in OLED in Q2 2021 and has held it in 6 quarters since. The position peaked at $420K in Q4 2021. 398 funds tracked by Wall St. Rank hold OLED as of Q3 2023.

Appleton Group held 1,816 shares of Universal Display worth $285K as of Q3 2023.
Universal Display was a new Appleton Group position in Q3 2023.
Universal Display made up 1% of Appleton Group's portfolio in Q3 2023, its #19 holding.
Appleton Group first reported a position in Universal Display in Q2 2021 and has held it in 6 quarters since.
Appleton Group's Universal Display position peaked at $420K in Q4 2021.
398 funds tracked by Wall St. Rank held Universal Display as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.