Brewin Dolphin Wealth Management’s Universal Display OLED Stock Holding History

Brewin Dolphin Wealth 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
2021 Q4	–	Sell	-500	Closed	-$85.5K	–	333
2021 Q3	$85.5K	Hold	500	–	–	0.01%	166
2021 Q2	$111K	Hold	500	–	–	0.01%	151
2021 Q1	$118K	Hold	500	–	–	0.02%	135
2020 Q4	$115K	Hold	500	–	–	0.02%	129
2020 Q3	$90.4K	Hold	500	–	–	0.02%	133
2020 Q2	$74.8K	Hold	500	–	–	0.02%	135
2020 Q1	$65.9K	Hold	500	–	–	0.04%	101
2019 Q4	$103K	Hold	500	–	–	0.05%	93
2019 Q3	$84K	Hold	500	–	–	0.04%	97
2019 Q2	$94K	Hold	500	–	–	0.05%	95
2019 Q1	$76.4K	Hold	500	–	–	0.04%	98
2018 Q4	$46.8K	Hold	500	–	–	0.03%	109
2018 Q3	$59K	Hold	500	–	–	0.03%	107
2018 Q2	$43K	Hold	500	–	–	0.03%	111
2018 Q1	$50.5K	Hold	500	–	–	0.03%	104
2017 Q4	$86.3K	Buy	+500	New	+$79.7K	0.05%	90

Other funds holding OLED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LCP

LGT Capital Partners Pfaeffikon, Switzerland $1.97B AUM 15.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Brewin Dolphin Wealth Management's OLED Position: Q4 2021 in Review

Brewin Dolphin Wealth Management sold out of Universal Display (OLED) in Q4 2021, closing a stake of 500 shares — an estimated $85.5K sold.

Brewin Dolphin Wealth Management first reported a position in OLED in Q4 2017 and held it in 16 quarters. The position peaked at $118K in Q1 2021. 425 funds tracked by Wall St. Rank hold OLED as of Q4 2021.

Brewin Dolphin Wealth Management reported no remaining Universal Display position as of Q4 2021 after selling out during the quarter.
Brewin Dolphin Wealth Management sold 500 Universal Display shares in Q4 2021, an estimated $85.5K.
Brewin Dolphin Wealth Management first reported a position in Universal Display in Q4 2017 and held it in 16 quarters.
Brewin Dolphin Wealth Management's Universal Display position peaked at $118K in Q1 2021.
425 funds tracked by Wall St. Rank held Universal Display as of Q4 2021.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2021, filed 14 Nov 2022.