Institutional & Family Asset Management’s Universal Display OLED Stock Holding History

Institutional & Family Asset 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
2021 Q2	–	Sell	-100	Closed	-$24K	–	993
2021 Q1	$24K	Hold	100	–	–	﹤0.01%	471
2020 Q4	$23K	Hold	100	–	–	﹤0.01%	425
2020 Q3	$18K	Hold	100	–	–	﹤0.01%	411
2020 Q2	$15K	Hold	100	–	–	﹤0.01%	433
2020 Q1	$13K	Sell	100 -41	-29%	-$7.05K	﹤0.01%	423
2019 Q4	$29K	Sell	141 -85	-38%	-$16.1K	0.01%	389
2019 Q3	$38K	Hold	226	–	–	0.01%	319
2019 Q2	$42K	Buy	226 +100	+79%	+$16.6K	0.01%	330
2019 Q1	$19K	Buy	126 +1	+0.8%	+$124	﹤0.01%	434
2018 Q4	$12K	Hold	125	–	–	﹤0.01%	447
2018 Q3	$15K	Hold	125	–	–	﹤0.01%	471
2018 Q2	$11K	Hold	125	–	–	﹤0.01%	515
2018 Q1	$13K	Buy	+125	New	+$18.8K	﹤0.01%	463

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Institutional & Family Asset Management's OLED Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Universal Display (OLED) in Q2 2021, closing a stake of 100 shares — an estimated $24K sold.

Institutional & Family Asset Management first reported a position in OLED in Q1 2018 and held it in 13 quarters. The position peaked at $42K in Q2 2019. 439 funds tracked by Wall St. Rank hold OLED as of Q2 2021.

Institutional & Family Asset Management reported no remaining Universal Display position as of Q2 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 100 Universal Display shares in Q2 2021, an estimated $24K.
Institutional & Family Asset Management first reported a position in Universal Display in Q1 2018 and held it in 13 quarters.
Institutional & Family Asset Management's Universal Display position peaked at $42K in Q2 2019.
439 funds tracked by Wall St. Rank held Universal Display as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.