CFFP
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Center for Financial Planning’s Universal Display OLED Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-18
Closed -$2K – 630
2022
Q3 		$2K Buy
+18
New +$1.99K ﹤0.01% 543

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Center for Financial Planning's OLED Position: Q4 2022 in Review

Center for Financial Planning sold out of Universal Display (OLED) in Q4 2022, closing a stake of 18 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in OLED in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 382 funds tracked by Wall St. Rank hold OLED as of Q4 2022.

  • Center for Financial Planning reported no remaining Universal Display position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 18 Universal Display shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Universal Display in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Universal Display position peaked at $2K in Q3 2022.
  • 382 funds tracked by Wall St. Rank held Universal Display as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.