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Disciplined Investments’s Universal Display OLED Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-6
Closed -$865 – 1102
2023
Q2 		$865 Sell
6
-1
-14% -$143 ﹤0.01% 1028
2023
Q1 		$1.09K Buy
7
+1
+17% +$134 ﹤0.01% 920
2022
Q4 		$648 Hold
6
– – ﹤0.01% 1085
2022
Q3 		$1K Sell
6
-2
-25% -$221 ﹤0.01% 1017
2022
Q2 		$1K Buy
8
+3
+60% +$386 ﹤0.01% 1045
2022
Q1 		$1K Buy
+5
New +$776 ﹤0.01% 1108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Disciplined Investments's OLED Position: Q3 2023 in Review

Disciplined Investments sold out of Universal Display (OLED) in Q3 2023, closing a stake of 6 shares — an estimated $865 sold.

Disciplined Investments first reported a position in OLED in Q1 2022 and held it in 6 quarters. The position peaked at $1.09K in Q1 2023. 398 funds tracked by Wall St. Rank hold OLED as of Q3 2023.

  • Disciplined Investments reported no remaining Universal Display position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Universal Display shares in Q3 2023, an estimated $865.
  • Disciplined Investments first reported a position in Universal Display in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Universal Display position peaked at $1.09K in Q1 2023.
  • 398 funds tracked by Wall St. Rank held Universal Display as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.