Baldwin Wealth Partners’s Universal Display OLED Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-337	Closed	-$70.7K	–	768
2024 Q3	$70.7K	Buy	+337	New	+$68.3K	﹤0.01%	473
2022 Q1	–	Sell	-36	Closed	-$6K	–	686
2021 Q4	$6K	Hold	36	–	–	﹤0.01%	543
2021 Q3	$6K	Buy	36 +11	+44%	+$2.28K	﹤0.01%	561
2021 Q2	$6K	Hold	25	–	–	﹤0.01%	570
2021 Q1	$6K	Hold	25	–	–	﹤0.01%	546
2020 Q4	$6K	Hold	25	–	–	﹤0.01%	490
2020 Q3	$5K	Hold	25	–	–	﹤0.01%	472
2020 Q2	$4K	Hold	25	–	–	﹤0.01%	482
2020 Q1	$3K	Hold	25	–	–	﹤0.01%	501
2019 Q4	$5K	Buy	+25	New	+$4.72K	﹤0.01%	481

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Baldwin Wealth Partners's OLED Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Universal Display (OLED) in Q4 2024, closing a stake of 337 shares — an estimated $70.7K sold.

Baldwin Wealth Partners first reported a position in OLED in Q4 2019 and held it in 10 quarters. The position peaked at $70.7K in Q3 2024. 493 funds tracked by Wall St. Rank hold OLED as of Q4 2024.

Baldwin Wealth Partners reported no remaining Universal Display position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 337 Universal Display shares in Q4 2024, an estimated $70.7K.
Baldwin Wealth Partners first reported a position in Universal Display in Q4 2019 and held it in 10 quarters.
Baldwin Wealth Partners's Universal Display position peaked at $70.7K in Q3 2024.
493 funds tracked by Wall St. Rank held Universal Display as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.