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Capital Performance Advisors’s Universal Display OLED Stock Holding History

Capital Performance Advisors’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
-392
Closed -$82.3K – 1873
2024
Q3 		$82.3K Buy
+392
New +$79.4K 0.03% 240

Other funds holding OLED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital Performance Advisors's OLED Position: Q4 2024 in Review

Capital Performance Advisors sold out of Universal Display (OLED) in Q4 2024, closing a stake of 392 shares — an estimated $82.3K sold.

Capital Performance Advisors first reported a position in OLED in Q3 2024 and held it in 1 quarter. The position peaked at $82.3K in Q3 2024. 493 funds tracked by Wall St. Rank hold OLED as of Q4 2024.

  • Capital Performance Advisors reported no remaining Universal Display position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 392 Universal Display shares in Q4 2024, an estimated $82.3K.
  • Capital Performance Advisors first reported a position in Universal Display in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Universal Display position peaked at $82.3K in Q3 2024.
  • 493 funds tracked by Wall St. Rank held Universal Display as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.