Berger Financial Group’s Universal Display OLED Stock Holding History

Berger Financial 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
2024 Q4	–	Sell	-1,400	Closed	-$294K	–	428
2024 Q3	$294K	Buy	+1,400	New	+$284K	0.02%	309

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

Berger Financial Group's OLED Position: Q4 2024 in Review

Berger Financial Group sold out of Universal Display (OLED) in Q4 2024, closing a stake of 1,400 shares — an estimated $294K sold.

Berger Financial Group first reported a position in OLED in Q3 2024 and held it in 1 quarter. The position peaked at $294K in Q3 2024. 493 funds tracked by Wall St. Rank hold OLED as of Q4 2024.

Berger Financial Group reported no remaining Universal Display position as of Q4 2024 after selling out during the quarter.
Berger Financial Group sold 1,400 Universal Display shares in Q4 2024, an estimated $294K.
Berger Financial Group first reported a position in Universal Display in Q3 2024 and held it in 1 quarter.
Berger Financial Group's Universal Display position peaked at $294K in Q3 2024.
493 funds tracked by Wall St. Rank held Universal Display as of Q4 2024.

Based on Berger Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.