HFS
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Heritage Financial Services’s Universal Display OLED Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-1,100
Closed -$111K – 339
2022
Q2 		$111K Buy
+1,100
New +$141K 0.06% 108

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Financial Services's OLED Position: Q3 2022 in Review

Heritage Financial Services sold out of Universal Display (OLED) in Q3 2022, closing a stake of 1,100 shares — an estimated $111K sold.

Heritage Financial Services first reported a position in OLED in Q2 2022 and held it in 1 quarter. The position peaked at $111K in Q2 2022. 374 funds tracked by Wall St. Rank hold OLED as of Q3 2022.

  • Heritage Financial Services reported no remaining Universal Display position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 1,100 Universal Display shares in Q3 2022, an estimated $111K.
  • Heritage Financial Services first reported a position in Universal Display in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Universal Display position peaked at $111K in Q2 2022.
  • 374 funds tracked by Wall St. Rank held Universal Display as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.