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Financial Architects (New Jersey)’s Universal Display OLED Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-100
Closed -$15K – 604
2020
Q2 		$15K Hold
100
– – ﹤0.01% 588
2020
Q1 		$13K Sell
100
-16
-14% -$2.75K ﹤0.01% 579
2019
Q4 		$24K Buy
116
+9
+8% +$1.7K 0.01% 545
2019
Q3 		$18K Buy
107
+7
+7% +$1.4K ﹤0.01% 618
2019
Q2 		$19K Hold
100
– – ﹤0.01% 732
2019
Q1 		$15K Hold
100
– – ﹤0.01% 985
2018
Q4 		$9K Hold
100
– – ﹤0.01% 1020
2018
Q3 		$12K Hold
100
– – ﹤0.01% 1066
2018
Q2 		$9K Sell
100
-812
-89% -$77.4K ﹤0.01% 1020
2018
Q1 		$92K Buy
912
+812
+812% +$122K 0.02% 472
2017
Q4 		$17K Hold
100
– – ﹤0.01% 1014
2017
Q3 		$13K Hold
100
– – ﹤0.01% 1066
2017
Q2 		$11K Hold
100
– – ﹤0.01% 1116
2017
Q1 		$9K Sell
100
-1,000
-91% -$72K ﹤0.01% 1162
2016
Q4 		$62K Hold
1,100
– – 0.01% 513
2016
Q3 		$61K Buy
1,100
+100
+10% +$6.34K 0.02% 518
2016
Q2 		$68K Sell
1,000
-100
-9% -$6.15K 0.02% 465
2016
Q1 		$60K Buy
+1,100
New +$53.8K 0.02% 367
2015
Q3 		– Sell
-400
Closed -$21K – 686
2015
Q2 		$21K Hold
400
– – 0.01% 635
2015
Q1 		$19K Hold
400
– – 0.01% 588
2014
Q4 		$11K Buy
400
+300
+300% +$8.54K ﹤0.01% 650
2014
Q3 		$3K Buy
+100
New +$3.3K ﹤0.01% 805

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

Financial Architects (New Jersey)'s OLED Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Universal Display (OLED) in Q3 2020, closing a stake of 100 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in OLED in Q3 2014 and held it in 22 quarters. The position peaked at $92K in Q1 2018. 409 funds tracked by Wall St. Rank hold OLED as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Universal Display position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 100 Universal Display shares in Q3 2020, an estimated $15K.
  • Financial Architects (New Jersey) first reported a position in Universal Display in Q3 2014 and held it in 22 quarters.
  • Financial Architects (New Jersey)'s Universal Display position peaked at $92K in Q1 2018.
  • 409 funds tracked by Wall St. Rank held Universal Display as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.