Ellevest Inc’s Universal Display OLED Stock Holding History

Ellevest Inc’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 Q1	–	Sell	-6	Closed	-$648	–	2018
2022 Q4	$648	Buy	+6	New	+$629	﹤0.01%	1585
2022 Q2	–	Sell	-11	Closed	-$2K	–	1596
2022 Q1	$2K	Hold	11	–	–	﹤0.01%	1211
2021 Q4	$2K	Buy	11 +2	+22%	+$330	﹤0.01%	1183
2021 Q3	$2K	Sell	9 -6	-40%	-$1.24K	﹤0.01%	1160
2021 Q2	$3K	Buy	15 +6	+67%	+$1.31K	﹤0.01%	981
2021 Q1	$2K	Hold	9	–	–	﹤0.01%	1073
2020 Q4	$2K	Hold	9	–	–	﹤0.01%	985
2020 Q3	$2K	Hold	9	–	–	﹤0.01%	921
2020 Q2	$1K	Hold	9	–	–	﹤0.01%	1035
2020 Q1	$1K	Buy	+9	New	+$1.55K	﹤0.01%	944

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

Ellevest Inc's OLED Position: Q1 2023 in Review

Ellevest Inc sold out of Universal Display (OLED) in Q1 2023, closing a stake of 6 shares — an estimated $648 sold.

Ellevest Inc first reported a position in OLED in Q1 2020 and held it in 10 quarters. The position peaked at $3K in Q2 2021. 390 funds tracked by Wall St. Rank hold OLED as of Q1 2023.

Ellevest Inc reported no remaining Universal Display position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 6 Universal Display shares in Q1 2023, an estimated $648.
Ellevest Inc first reported a position in Universal Display in Q1 2020 and held it in 10 quarters.
Ellevest Inc's Universal Display position peaked at $3K in Q2 2021.
390 funds tracked by Wall St. Rank held Universal Display as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.