Carroll Financial Associates’s Universal Display OLED Stock Holding History

Carroll Financial Associates’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 Q2	–	Sell	-783	Closed	-$185K	–	1805
2021 Q1	$185K	Buy	+783	New	+$181K	0.01%	410
2019 Q1	–	Sell	-500	Closed	-$42K	–	1453
2018 Q4	$42K	Buy	+500	New	+$50.5K	﹤0.01%	518

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Financial Associates's OLED Position: Q2 2021 in Review

Carroll Financial Associates sold out of Universal Display (OLED) in Q2 2021, closing a stake of 783 shares — an estimated $185K sold.

Carroll Financial Associates first reported a position in OLED in Q4 2018 and held it in 2 quarters. The position peaked at $185K in Q1 2021. 439 funds tracked by Wall St. Rank hold OLED as of Q2 2021.

Carroll Financial Associates reported no remaining Universal Display position as of Q2 2021 after selling out during the quarter.
Carroll Financial Associates sold 783 Universal Display shares in Q2 2021, an estimated $185K.
Carroll Financial Associates first reported a position in Universal Display in Q4 2018 and held it in 2 quarters.
Carroll Financial Associates's Universal Display position peaked at $185K in Q1 2021.
439 funds tracked by Wall St. Rank held Universal Display as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.