CWM
OLED icon

Campbell Wealth Management’s Universal Display OLED Stock Holding History

Campbell 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
2020
Q3 		– Sell
-150
Closed -$22K – 261
2020
Q2 		$22K Buy
+150
New +$22K ﹤0.01% 206

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Campbell Wealth Management's OLED Position: Q3 2020 in Review

Campbell Wealth Management sold out of Universal Display (OLED) in Q3 2020, closing a stake of 150 shares — an estimated $22K sold.

Campbell Wealth Management first reported a position in OLED in Q2 2020 and held it in 1 quarter. The position peaked at $22K in Q2 2020. 409 funds tracked by Wall St. Rank hold OLED as of Q3 2020.

  • Campbell Wealth Management reported no remaining Universal Display position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 150 Universal Display shares in Q3 2020, an estimated $22K.
  • Campbell Wealth Management first reported a position in Universal Display in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Universal Display position peaked at $22K in Q2 2020.
  • 409 funds tracked by Wall St. Rank held Universal Display as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.