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Glassman Wealth Services’s Universal Display OLED Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-25
Closed -$4.78K – 1292
2023
Q4 		$4.78K Sell
25
-2
-7% -$331 ﹤0.01% 1096
2023
Q3 		$4.24K Hold
27
– – ﹤0.01% 1117
2023
Q2 		$3.89K Hold
27
– – ﹤0.01% 1062
2023
Q1 		$4.19K Hold
27
– – ﹤0.01% 1055
2022
Q4 		$2.92K Sell
27
-12
-31% -$1.26K ﹤0.01% 1167
2022
Q3 		$4K Buy
39
+13
+50% +$1.44K ﹤0.01% 1065
2022
Q2 		$3K Sell
26
-9
-26% -$1.16K ﹤0.01% 1157
2022
Q1 		$6K Sell
35
-25
-42% -$3.88K ﹤0.01% 971
2021
Q4 		$10K Buy
60
+40
+200% +$6.6K ﹤0.01% 796
2021
Q3 		$3K Buy
20
+3
+18% +$621 ﹤0.01% 1085
2021
Q2 		$4K Buy
17
+3
+21% +$657 ﹤0.01% 993
2021
Q1 		$3K Hold
14
– – ﹤0.01% 1013
2020
Q4 		$3K Hold
14
– – ﹤0.01% 993
2020
Q3 		$3K Hold
14
– – ﹤0.01% 915
2020
Q2 		$2K Hold
14
– – ﹤0.01% 878
2020
Q1 		$2K Buy
14
+3
+27% +$516 ﹤0.01% 733
2019
Q4 		$2K Sell
11
-3
-21% -$567 ﹤0.01% 777
2019
Q3 		$2K Hold
14
– – ﹤0.01% 718
2019
Q2 		$3K Buy
14
+3
+27% +$499 ﹤0.01% 654
2019
Q1 		$2K Buy
11
+8
+267% +$990 ﹤0.01% 710
2018
Q4 		$0 Hold
3
– – ﹤0.01% 919
2018
Q3 		$0 Buy
+3
New +$330 ﹤0.01% 922
2018
Q2 		– Sell
-1,000
Closed -$101K – 910
2018
Q1 		$101K Buy
1,000
+39
+4% +$5.86K 0.06% 123
2017
Q4 		$166K Buy
961
+363
+61% +$57.9K 0.1% 87
2017
Q3 		$77K Hold
598
– – 0.05% 125
2017
Q2 		$65K Buy
598
+348
+139% +$36.6K 0.04% 135
2017
Q1 		$22K Buy
+250
New +$18K 0.02% 245

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $550B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Glassman Wealth Services's OLED Position: Q1 2024 in Review

Glassman Wealth Services sold out of Universal Display (OLED) in Q1 2024, closing a stake of 25 shares — an estimated $4.78K sold.

Glassman Wealth Services first reported a position in OLED in Q1 2017 and held it in 27 quarters. The position peaked at $166K in Q4 2017. 433 funds tracked by Wall St. Rank hold OLED as of Q1 2024.

  • Glassman Wealth Services reported no remaining Universal Display position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 25 Universal Display shares in Q1 2024, an estimated $4.78K.
  • Glassman Wealth Services first reported a position in Universal Display in Q1 2017 and held it in 27 quarters.
  • Glassman Wealth Services's Universal Display position peaked at $166K in Q4 2017.
  • 433 funds tracked by Wall St. Rank held Universal Display as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.