Jacobi Capital Management’s Universal Display OLED Stock Holding History

Jacobi Capital 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 Q4	–	Sell	-50	Closed	-$9K	–	1023
2021 Q3	$9K	Buy	+50	New	+$10.4K	﹤0.01%	1081
2018 Q2	–	Sell	-200	Closed	-$20K	–	1040
2018 Q1	$20K	Sell	200 -600	-75%	-$90.2K	0.01%	568
2017 Q4	$156K	Buy	+800	New	+$128K	0.05%	198

Other funds holding OLED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LCP

LGT Capital Partners Pfaeffikon, Switzerland $1.97B AUM 15.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Jacobi Capital Management's OLED Position: Q4 2021 in Review

Jacobi Capital Management sold out of Universal Display (OLED) in Q4 2021, closing a stake of 50 shares — an estimated $9K sold.

Jacobi Capital Management first reported a position in OLED in Q4 2017 and held it in 3 quarters. The position peaked at $156K in Q4 2017. 425 funds tracked by Wall St. Rank hold OLED as of Q4 2021.

Jacobi Capital Management reported no remaining Universal Display position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 50 Universal Display shares in Q4 2021, an estimated $9K.
Jacobi Capital Management first reported a position in Universal Display in Q4 2017 and held it in 3 quarters.
Jacobi Capital Management's Universal Display position peaked at $156K in Q4 2017.
425 funds tracked by Wall St. Rank held Universal Display as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.