Crewe Advisors’s Universal Display OLED Stock Holding History

Crewe 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
2023 Q4	–	Sell	-1	Closed	-$157	–	614
2023 Q3	$157	Buy	+1	New	+$152	﹤0.01%	470
2023 Q2	–	Sell	-155	Closed	-$24K	–	976
2023 Q1	$24K	Hold	155	–	–	﹤0.01%	399
2022 Q4	$16.7K	Sell	155 -27	-15%	-$2.83K	﹤0.01%	451
2022 Q3	$17K	Hold	182	–	–	﹤0.01%	514
2022 Q2	$18K	Buy	+182	New	+$23.4K	﹤0.01%	449

Other funds holding OLED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Crewe Advisors's OLED Position: Q4 2023 in Review

Crewe Advisors sold out of Universal Display (OLED) in Q4 2023, closing a stake of 1 share — an estimated $157 sold.

Crewe Advisors first reported a position in OLED in Q2 2022 and held it in 5 quarters. The position peaked at $24K in Q1 2023. 452 funds tracked by Wall St. Rank hold OLED as of Q4 2023.

Crewe Advisors reported no remaining Universal Display position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 1 Universal Display share in Q4 2023, an estimated $157.
Crewe Advisors first reported a position in Universal Display in Q2 2022 and held it in 5 quarters.
Crewe Advisors's Universal Display position peaked at $24K in Q1 2023.
452 funds tracked by Wall St. Rank held Universal Display as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.