Badgley, Phelps & Bell’s Universal Display OLED Stock Holding History

Badgley, Phelps & Bell’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
2021 Q2	$889K	Hold	4,000	–	–	0.03%	138
2021 Q1	$947K	Hold	4,000	–	–	0.04%	131
2020 Q4	$919K	Hold	4,000	–	–	0.04%	135
2020 Q3	$723K	Hold	4,000	–	–	0.04%	137
2020 Q2	$598K	Hold	4,000	–	–	0.03%	137
2020 Q1	$527K	Hold	4,000	–	–	0.03%	128
2019 Q4	$824K	Hold	4,000	–	–	0.04%	125
2019 Q3	$672K	Hold	4,000	–	–	0.04%	127
2019 Q2	$752K	Hold	4,000	–	–	0.04%	127
2019 Q1	$611K	Hold	4,000	–	–	0.04%	137
2018 Q4	$374K	Hold	4,000	–	–	0.03%	151
2018 Q3	$472K	Hold	4,000	–	–	0.03%	142
2018 Q2	$344K	Hold	4,000	–	–	0.02%	156
2018 Q1	$404K	Hold	4,000	–	–	0.03%	150
2017 Q4	$691K	Buy	+4,000	New	+$638K	0.05%	129

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Badgley, Phelps & Bell's OLED Position: Q2 2021 in Review

Badgley, Phelps & Bell held its Universal Display (OLED) position steady in Q2 2021 at 4,000 shares worth $889K. The position accounts for 0.03% of the portfolio, ranked #138.

Badgley, Phelps & Bell first reported a position in OLED in Q4 2017 and has held it in 15 quarters since. The position peaked at $947K in Q1 2021. 439 funds tracked by Wall St. Rank hold OLED as of Q2 2021.

Badgley, Phelps & Bell held 4,000 shares of Universal Display worth $889K as of Q2 2021.
Badgley, Phelps & Bell left its Universal Display share count unchanged in Q2 2021.
Universal Display made up 0.03% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #138 holding.
Badgley, Phelps & Bell first reported a position in Universal Display in Q4 2017 and has held it in 15 quarters since.
Badgley, Phelps & Bell's Universal Display position peaked at $947K in Q1 2021.
439 funds tracked by Wall St. Rank held Universal Display as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.