CSPIA
OLED icon

Cary Street Partners Investment Advisory’s Universal Display OLED Stock Holding History

Cary Street Partners Investment Advisory’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
-1,258
Closed -$264K – 682
2024
Q3 		$264K Hold
1,258
– – 0.01% 648
2024
Q2 		$264K Sell
1,258
-21
-2% -$3.69K 0.01% 627
2024
Q1 		$215K Hold
1,279
– – 0.01% 657
2023
Q4 		$245K Buy
+1,279
New +$211K 0.01% 568
2020
Q4 		– Sell
-147
Closed -$27K – 702
2020
Q3 		$27K Buy
+147
New +$25.1K 0.01% 600

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88B AUM 29.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $167B AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cary Street Partners Investment Advisory's OLED Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Universal Display (OLED) in Q4 2024, closing a stake of 1,258 shares — an estimated $264K sold.

Cary Street Partners Investment Advisory first reported a position in OLED in Q3 2020 and held it in 5 quarters. The position peaked at $264K in Q2 2024. 494 funds tracked by Wall St. Rank hold OLED as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining Universal Display position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,258 Universal Display shares in Q4 2024, an estimated $264K.
  • Cary Street Partners Investment Advisory first reported a position in Universal Display in Q3 2020 and held it in 5 quarters.
  • Cary Street Partners Investment Advisory's Universal Display position peaked at $264K in Q2 2024.
  • 494 funds tracked by Wall St. Rank held Universal Display as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.