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Buckingham Strategic Wealth’s Universal Display OLED Stock Holding History

Buckingham Strategic Wealth’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
2019
Q3 		– Sell
-1,796
Closed -$338K – 449
2019
Q2 		$338K Buy
+1,796
New +$299K 0.04% 308
2018
Q4 		– Sell
-2,563
Closed -$302K – 378
2018
Q3 		$302K Hold
2,563
– – 0.05% 269
2018
Q2 		$220K Buy
+2,563
New +$244K 0.04% 324
2018
Q1 		– Sell
-2,760
Closed -$477K – 338
2017
Q4 		$477K Buy
+2,760
New +$440K 0.1% 172

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return