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Fernwood Investment Management’s Universal Display OLED Stock Holding History

Fernwood Investment Management’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 		$1.11M Sell
7,590
-175
-2% -$31.2K 0.39% 60
2024
Q3 		$1.63M Hold
7,765
– – 0.53% 51
2024
Q2 		$1.63M Sell
7,765
-100
-1% -$17.6K 0.51% 53
2024
Q1 		$1.32M Hold
7,865
– – 0.39% 66
2023
Q4 		$1.5M Hold
7,865
– – 0.5% 57
2023
Q3 		$1.23M Hold
7,865
– – 0.44% 63
2023
Q2 		$1.13M Sell
7,865
-700
-8% -$100K 0.4% 74
2023
Q1 		$1.33M Sell
8,565
-50
-0.6% -$6.72K 0.51% 60
2022
Q4 		$931K Hold
8,615
– – 0.39% 75
2022
Q3 		$813K Hold
8,615
– – 0.34% 83
2022
Q2 		$871K Sell
8,615
-1,400
-14% -$180K 0.38% 79
2022
Q1 		$1.67M Hold
10,015
– – 0.59% 51
2021
Q4 		$1.65M Sell
10,015
-100
-1% -$16.5K 0.54% 55
2021
Q3 		$1.73M Hold
10,115
– – 0.59% 48
2021
Q2 		$2.25M Hold
10,115
– – 0.74% 39
2021
Q1 		$2.4M Buy
10,115
+200
+2% +$46.2K 0.88% 33
2020
Q4 		$2.28M Sell
9,915
-100
-1% -$21.4K 0.9% 30
2020
Q3 		$1.81M Sell
10,015
-200
-2% -$34.2K 0.86% 31
2020
Q2 		$1.53M Buy
10,215
+500
+5% +$73.4K 0.76% 39
2020
Q1 		$1.28M Hold
9,715
– – 0.82% 38
2019
Q4 		$2M Hold
9,715
– – 0.96% 37
2019
Q3 		$1.63M Sell
9,715
-500
-5% -$100K 0.81% 40
2019
Q2 		$1.92M Hold
10,215
– – 1.05% 29
2019
Q1 		$1.56M Hold
10,215
– – 0.83% 40
2018
Q4 		$956K Hold
10,215
– – 0.62% 50
2018
Q3 		$1.2M Buy
10,215
+100
+1% +$11K 0.64% 51
2018
Q2 		$870K Buy
10,115
+1,700
+20% +$162K 0.47% 61
2018
Q1 		$850K Hold
8,415
– – 0.47% 56
2017
Q4 		$1.45M Buy
8,415
+45
+0.5% +$7.17K 0.78% 40
2017
Q3 		$1.08M Buy
8,370
+800
+11% +$96.8K 0.67% 43
2017
Q2 		$827K Buy
7,570
+2,870
+61% +$302K 0.6% 48
2017
Q1 		$405K Buy
+4,700
New +$338K 0.32% 85

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

Fernwood Investment Management's OLED Position: Q4 2024 in Review

Fernwood Investment Management reduced its Universal Display (OLED) stake by 2.3% in Q4 2024, selling an estimated $31.2K and leaving 7,590 shares worth $1.11M. The position accounts for 0.39% of the portfolio, ranked #60.

Fernwood Investment Management first reported a position in OLED in Q1 2017 and has held it in 32 quarters since. The position peaked at $2.4M in Q1 2021. 494 funds tracked by Wall St. Rank hold OLED as of Q4 2024.

  • Fernwood Investment Management held 7,590 shares of Universal Display worth $1.11M as of Q4 2024.
  • Fernwood Investment Management sold 175 Universal Display shares in Q4 2024, an estimated $31.2K.
  • Universal Display made up 0.39% of Fernwood Investment Management's portfolio in Q4 2024, its #60 holding.
  • Fernwood Investment Management first reported a position in Universal Display in Q1 2017 and has held it in 32 quarters since.
  • Fernwood Investment Management's Universal Display position peaked at $2.4M in Q1 2021.
  • 494 funds tracked by Wall St. Rank held Universal Display as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.