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Belpointe Asset Management’s Universal Display OLED Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,055
Closed -$164K – 2441
2023
Q1 		$164K Buy
1,055
+31
+3% +$4.17K 0.01% 1035
2022
Q4 		$111K Buy
+1,024
New +$107K 0.01% 1186
2022
Q2 		– Sell
-968
Closed -$162K – 1221
2022
Q1 		$162K Buy
968
+365
+61% +$56.7K 0.01% 995
2021
Q4 		$100K Sell
603
-140
-19% -$23.1K 0.01% 1193
2021
Q3 		$127K Sell
743
-25
-3% -$5.18K 0.01% 1053
2021
Q2 		$171K Buy
768
+19
+3% +$4.16K 0.01% 892
2021
Q1 		$177K Sell
749
-15
-2% -$3.46K 0.02% 802
2020
Q4 		$176K Hold
764
– – 0.02% 737
2020
Q3 		$138K Hold
764
– – 0.02% 670
2020
Q2 		$114K Sell
764
-343
-31% -$50.3K 0.01% 677
2020
Q1 		$146K Buy
1,107
+82
+8% +$14.1K 0.03% 505
2019
Q4 		$211K Hold
1,025
– – 0.03% 521
2019
Q3 		$172K Buy
1,025
+50
+5% +$10K 0.03% 511
2019
Q2 		$183K Sell
975
-110
-10% -$18.3K 0.04% 432
2019
Q1 		$166K Sell
1,085
-185
-15% -$22.9K 0.03% 338
2018
Q4 		$119K Sell
1,270
-1,784
-58% -$180K 0.03% 450
2018
Q3 		$360K Sell
3,054
-419
-12% -$46.1K 0.06% 321
2018
Q2 		$299K Sell
3,473
-214
-6% -$20.4K 0.08% 264
2018
Q1 		$372K Sell
3,687
-409
-10% -$61.5K 0.11% 215
2017
Q4 		$707K Buy
4,096
+929
+29% +$148K 0.15% 149
2017
Q3 		$408K Buy
+3,167
New +$383K 0.1% 244

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Belpointe Asset Management's OLED Position: Q2 2023 in Review

Belpointe Asset Management sold out of Universal Display (OLED) in Q2 2023, closing a stake of 1,055 shares — an estimated $164K sold.

Belpointe Asset Management first reported a position in OLED in Q3 2017 and held it in 21 quarters. The position peaked at $707K in Q4 2017. 398 funds tracked by Wall St. Rank hold OLED as of Q2 2023.

  • Belpointe Asset Management reported no remaining Universal Display position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,055 Universal Display shares in Q2 2023, an estimated $164K.
  • Belpointe Asset Management first reported a position in Universal Display in Q3 2017 and held it in 21 quarters.
  • Belpointe Asset Management's Universal Display position peaked at $707K in Q4 2017.
  • 398 funds tracked by Wall St. Rank held Universal Display as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.