JWM
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Jackson Wealth Management’s Universal Display OLED Stock Holding History

Jackson 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
2019
Q3 		– Sell
-20,260
Closed -$3.86M – 133
2019
Q2 		$3.86M Sell
20,260
-9,740
-32% -$1.62M 0.84% 30
2019
Q1 		$4.59M Buy
+30,000
New +$3.71M 1.12% 27

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Jackson Wealth Management's OLED Position: Q3 2019 in Review

Jackson Wealth Management sold out of Universal Display (OLED) in Q3 2019, closing a stake of 20,260 shares — an estimated $3.86M sold.

Jackson Wealth Management first reported a position in OLED in Q1 2019 and held it in 2 quarters. The position peaked at $4.59M in Q1 2019. 409 funds tracked by Wall St. Rank hold OLED as of Q3 2019.

  • Jackson Wealth Management reported no remaining Universal Display position as of Q3 2019 after selling out during the quarter.
  • Jackson Wealth Management sold 20,260 Universal Display shares in Q3 2019, an estimated $3.86M.
  • Jackson Wealth Management first reported a position in Universal Display in Q1 2019 and held it in 2 quarters.
  • Jackson Wealth Management's Universal Display position peaked at $4.59M in Q1 2019.
  • 409 funds tracked by Wall St. Rank held Universal Display as of Q3 2019.

Based on Jackson Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.