Jackson Grant Investment Advisers’s Universal Display OLED Stock Holding History

Jackson Grant Investment Advisers’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	-106	Closed	-$22.2K	–	407
2024 Q3	$22.2K	Hold	106	–	–	0.01%	223
2024 Q2	$22.3K	Hold	106	–	–	0.01%	223
2024 Q1	$17.9K	Hold	106	–	–	0.01%	230
2023 Q4	$20.3K	Hold	106	–	–	0.01%	219
2023 Q3	$16.6K	Hold	106	–	–	0.01%	230
2023 Q2	$15.3K	Hold	106	–	–	0.01%	237
2023 Q1	$16.4K	Hold	106	–	–	0.01%	268
2022 Q4	$11.5K	Hold	106	–	–	0.01%	286
2022 Q3	$10K	Hold	106	–	–	0.01%	304
2022 Q2	$11K	Hold	106	–	–	0.01%	310
2022 Q1	$18K	Buy	+106	New	+$16.5K	0.01%	296
2021 Q4	–	Sell	-106	Closed	-$18K	–	292
2021 Q3	$18K	Hold	106	–	–	0.01%	296
2021 Q2	$24K	Hold	106	–	–	0.01%	278
2021 Q1	$25K	Hold	106	–	–	0.01%	264
2020 Q4	$24K	Hold	106	–	–	0.01%	243
2020 Q3	$19K	Hold	106	–	–	0.01%	188
2020 Q2	$16K	Hold	106	–	–	0.01%	187
2020 Q1	$14K	Hold	106	–	–	0.01%	186
2019 Q4	$22K	Hold	106	–	–	0.01%	183
2019 Q3	$18K	Hold	106	–	–	0.01%	194
2019 Q2	$20K	Hold	106	–	–	0.01%	188
2019 Q1	$16K	Buy	+106	New	+$13.1K	0.01%	192

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

Jackson Grant Investment Advisers's OLED Position: Q4 2024 in Review

Jackson Grant Investment Advisers sold out of Universal Display (OLED) in Q4 2024, closing a stake of 106 shares — an estimated $22.2K sold.

Jackson Grant Investment Advisers first reported a position in OLED in Q1 2019 and held it in 22 quarters. The position peaked at $25K in Q1 2021. 493 funds tracked by Wall St. Rank hold OLED as of Q4 2024.

Jackson Grant Investment Advisers reported no remaining Universal Display position as of Q4 2024 after selling out during the quarter.
Jackson Grant Investment Advisers sold 106 Universal Display shares in Q4 2024, an estimated $22.2K.
Jackson Grant Investment Advisers first reported a position in Universal Display in Q1 2019 and held it in 22 quarters.
Jackson Grant Investment Advisers's Universal Display position peaked at $25K in Q1 2021.
493 funds tracked by Wall St. Rank held Universal Display as of Q4 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2024, filed 27 Jan 2025.