Financial Gravity Asset Management’s Universal Display OLED Stock Holding History

Financial Gravity Asset 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
2023 Q3	–	Sell	-144	Closed	-$45	–	1601
2023 Q2	$45	Buy	+144	New	+$20.6K	﹤0.01%	1413
2023 Q1	–	Sell	-108	Closed	-$34	–	1491
2022 Q4	$34	Buy	+108	New	+$11.3K	﹤0.01%	1272
2022 Q2	–	Sell	-167	Closed	-$3	–	814
2022 Q1	$3	Buy	167 +2	+1%	+$310	﹤0.01%	845
2021 Q4	$5	Buy	+165	New	+$27.2K	﹤0.01%	901
2021 Q3	–	Hold	0	–	–	–	219

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Financial Gravity Asset Management's OLED Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Universal Display (OLED) in Q3 2023, closing a stake of 144 shares — an estimated $45 sold.

Financial Gravity Asset Management first reported a position in OLED in Q4 2021 and held it in 4 quarters. The position peaked at $45 in Q2 2023. 398 funds tracked by Wall St. Rank hold OLED as of Q3 2023.

Financial Gravity Asset Management reported no remaining Universal Display position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 144 Universal Display shares in Q3 2023, an estimated $45.
Financial Gravity Asset Management first reported a position in Universal Display in Q4 2021 and held it in 4 quarters.
Financial Gravity Asset Management's Universal Display position peaked at $45 in Q2 2023.
398 funds tracked by Wall St. Rank held Universal Display as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.