Harbor Investment Advisory’s Universal Display OLED Stock Holding History

Harbor Investment Advisory’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 Q2	–	Sell	-10	Closed	-$1.69K	–	1402
2024 Q1	$1.69K	Buy	+10	New	+$1.74K	﹤0.01%	1148
2023 Q1	–	Sell	-1,000	Closed	-$108K	–	1355
2022 Q4	$108K	Hold	1,000	–	–	0.02%	475
2022 Q3	$94K	Sell	1,000 -2,072	-67%	-$229K	0.02%	488
2022 Q2	$311K	Buy	3,072 +1,060	+53%	+$136K	0.05%	258
2022 Q1	$336K	Buy	2,012 +545	+37%	+$84.6K	0.04%	272
2021 Q4	$242K	Buy	+1,467	New	+$242K	0.03%	340
2021 Q1	–	Sell	-76	Closed	-$17K	–	1292
2020 Q4	$17K	Hold	76	–	–	﹤0.01%	850
2020 Q3	$14K	Buy	+76	New	+$13K	﹤0.01%	807
2020 Q2	–	Sell	-300	Closed	-$40K	–	1206
2020 Q1	$40K	Sell	300 -400	-57%	-$68.8K	0.01%	445
2019 Q4	$144K	Buy	+700	New	+$132K	0.03%	294

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Harbor Investment Advisory's OLED Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Universal Display (OLED) in Q2 2024, closing a stake of 10 shares — an estimated $1.69K sold.

Harbor Investment Advisory first reported a position in OLED in Q4 2019 and held it in 10 quarters. The position peaked at $336K in Q1 2022. 460 funds tracked by Wall St. Rank hold OLED as of Q2 2024.

Harbor Investment Advisory reported no remaining Universal Display position as of Q2 2024 after selling out during the quarter.
Harbor Investment Advisory sold 10 Universal Display shares in Q2 2024, an estimated $1.69K.
Harbor Investment Advisory first reported a position in Universal Display in Q4 2019 and held it in 10 quarters.
Harbor Investment Advisory's Universal Display position peaked at $336K in Q1 2022.
460 funds tracked by Wall St. Rank held Universal Display as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.