Institute for Wealth Management’s Universal Display OLED Stock Holding History

Institute for Wealth 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
2024 Q4	–	Sell	-1,281	Closed	-$269K	–	550
2024 Q3	$269K	Hold	1,281	–	–	0.03%	444
2024 Q2	$269K	Hold	1,281	–	–	0.04%	410
2024 Q1	$216K	Hold	1,281	–	–	0.03%	469
2023 Q4	$245K	Hold	1,281	–	–	0.04%	414
2023 Q3	$201K	Buy	+1,281	New	+$195K	0.04%	435
2023 Q2	–	Sell	-1,390	Closed	-$216K	–	469
2023 Q1	$216K	Buy	+1,390	New	+$187K	0.04%	415
2022 Q2	–	Sell	-1,390	Closed	-$232K	–	551
2022 Q1	$232K	Hold	1,390	–	–	0.04%	486
2021 Q4	$229K	Hold	1,390	–	–	0.04%	441
2021 Q3	$238K	Hold	1,390	–	–	0.04%	427
2021 Q2	$309K	Sell	1,390 -60	-4%	-$13.1K	0.05%	367
2021 Q1	$343K	Hold	1,450	–	–	0.07%	335
2020 Q4	$333K	Sell	1,450 -300	-17%	-$64.1K	0.07%	329
2020 Q3	$316K	Buy	1,750 +31	+2%	+$5.29K	0.07%	308
2020 Q2	$257K	Hold	1,719	–	–	0.06%	345
2020 Q1	$227K	Sell	1,719 -395	-19%	-$67.9K	0.07%	342
2019 Q4	$436K	Hold	2,114	–	–	0.1%	282
2019 Q3	$355K	Hold	2,114	–	–	0.09%	293
2019 Q2	$398K	Hold	2,114	–	–	0.09%	290
2019 Q1	$323K	Buy	+2,114	New	+$262K	0.07%	319
2017 Q3	–	Sell	-2,114	Closed	-$231K	–	349
2017 Q2	$231K	Buy	+2,114	New	+$223K	0.06%	352

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Institute for Wealth Management's OLED Position: Q4 2024 in Review

Institute for Wealth Management sold out of Universal Display (OLED) in Q4 2024, closing a stake of 1,281 shares — an estimated $269K sold.

Institute for Wealth Management first reported a position in OLED in Q2 2017 and held it in 20 quarters. The position peaked at $436K in Q4 2019. 493 funds tracked by Wall St. Rank hold OLED as of Q4 2024.

Institute for Wealth Management reported no remaining Universal Display position as of Q4 2024 after selling out during the quarter.
Institute for Wealth Management sold 1,281 Universal Display shares in Q4 2024, an estimated $269K.
Institute for Wealth Management first reported a position in Universal Display in Q2 2017 and held it in 20 quarters.
Institute for Wealth Management's Universal Display position peaked at $436K in Q4 2019.
493 funds tracked by Wall St. Rank held Universal Display as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.