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Impact Partnership Wealth’s Universal Display OLED Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-4
Closed -$628 – 1017
2023
Q3 		$628 Hold
4
– – ﹤0.01% 921
2023
Q2 		$577 Buy
+4
New +$573 ﹤0.01% 851

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Impact Partnership Wealth's OLED Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Universal Display (OLED) in Q4 2023, closing a stake of 4 shares — an estimated $628 sold.

Impact Partnership Wealth first reported a position in OLED in Q2 2023 and held it in 2 quarters. The position peaked at $628 in Q3 2023. 452 funds tracked by Wall St. Rank hold OLED as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Universal Display position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 4 Universal Display shares in Q4 2023, an estimated $628.
  • Impact Partnership Wealth first reported a position in Universal Display in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Universal Display position peaked at $628 in Q3 2023.
  • 452 funds tracked by Wall St. Rank held Universal Display as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.