Jennison Associates’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.9M | Sell |
140,591
-269,087
| -66% | -$29.8M | 0.01% | 362 |
|
|
2025
Q4 | $47.8M | Sell |
409,678
-13,475
| -3% | -$1.75M | 0.03% | 213 |
|
|
2025
Q3 | $60.8M | Buy |
423,153
+7,300
| +2% | +$1.06M | 0.04% | 188 |
|
|
2025
Q2 | $64.2M | Sell |
415,853
-24,480
| -6% | -$3.43M | 0.04% | 184 |
|
|
2025
Q1 | $61.4M | Sell |
440,333
-243,489
| -36% | -$36.4M | 0.04% | 181 |
|
|
2024
Q4 | $100M | Buy |
683,822
+251,557
| +58% | +$44.8M | 0.06% | 143 |
|
|
2024
Q3 | $90.7M | Sell |
432,265
-117,304
| -21% | -$23.8M | 0.06% | 147 |
|
|
2024
Q2 | $116M | Sell |
549,569
-186,128
| -25% | -$32.7M | 0.07% | 107 |
|
|
2024
Q1 | $124M | Sell |
735,697
-167,371
| -19% | -$29.1M | 0.08% | 99 |
|
|
2023
Q4 | $173M | Buy |
903,068
+3,397
| +0.4% | +$562K | 0.13% | 75 |
|
|
2023
Q3 | $141M | Buy |
899,671
+72,468
| +9% | +$11M | 0.12% | 82 |
|
|
2023
Q2 | $119M | Buy |
827,203
+203,279
| +33% | +$29.1M | 0.1% | 93 |
|
|
2023
Q1 | $96.8M | Buy |
623,924
+110,613
| +22% | +$14.9M | 0.09% | 116 |
|
|
2022
Q4 | $55.5M | Buy |
513,311
+137,408
| +37% | +$14.4M | 0.06% | 171 |
|
|
2022
Q3 | $35.5M | Buy |
375,903
+78,314
| +26% | +$8.67M | 0.04% | 227 |
|
|
2022
Q2 | $30.1M | Sell |
297,589
-17,503
| -6% | -$2.25M | 0.03% | 250 |
|
|
2022
Q1 | $52.6M | Sell |
315,092
-7,350
| -2% | -$1.14M | 0.04% | 200 |
|
|
2021
Q4 | $53.2M | Buy |
322,442
+56,137
| +21% | +$9.26M | 0.03% | 212 |
|
|
2021
Q3 | $45.5M | Sell |
266,305
-16,128
| -6% | -$3.34M | 0.03% | 235 |
|
|
2021
Q2 | $62.8M | Buy |
282,433
+49,760
| +21% | +$10.9M | 0.04% | 182 |
|
|
2021
Q1 | $55.1M | Buy |
232,673
+171,235
| +279% | +$39.6M | 0.04% | 204 |
|
|
2020
Q4 | $14.1M | Hold |
61,438
| – | – | 0.01% | 374 |
|
|
2020
Q3 | $11.1M | Hold |
61,438
| – | – | 0.01% | 370 |
|
|
2020
Q2 | $9.19M | Sell |
61,438
-122,685
| -67% | -$18M | 0.01% | 380 |
|
|
2020
Q1 | $24.3M | Sell |
184,123
-558,004
| -75% | -$96M | 0.03% | 231 |
|
|
2019
Q4 | $153M | Sell |
742,127
-91,678
| -11% | -$17.3M | 0.15% | 80 |
|
|
2019
Q3 | $140M | Buy |
833,805
+521,271
| +167% | +$104M | 0.15% | 81 |
|
|
2019
Q2 | $58.8M | Sell |
312,534
-24,930
| -7% | -$4.15M | 0.06% | 183 |
|
|
2019
Q1 | $51.6M | Sell |
337,464
-229,680
| -40% | -$28.4M | 0.05% | 220 |
|
|
2018
Q4 | $53.1M | Sell |
567,144
-60,386
| -10% | -$6.09M | 0.06% | 198 |
|
|
2018
Q3 | $74M | Buy |
627,530
+27,431
| +5% | +$3.02M | 0.07% | 195 |
|
|
2018
Q2 | $51.6M | Buy |
600,099
+141,410
| +31% | +$13.5M | 0.05% | 258 |
|
|
2018
Q1 | $46.3M | Buy |
458,689
+372,239
| +431% | +$56M | 0.05% | 264 |
|
|
2017
Q4 | $14.9M | Buy |
+86,450
| New | +$13.8M | 0.01% | 436 |
|
Other funds holding OLED
VPM
VCM
Jennison Associates's OLED Position: Q1 2026 in Review
Jennison Associates reduced its Universal Display (OLED) stake by 66% in Q1 2026, selling an estimated $29.8M and leaving 140,591 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #362.
Jennison Associates first reported a position in OLED in Q4 2017 and has held it in 34 quarters since. The position peaked at $173M in Q4 2023. 459 funds tracked by Wall St. Rank hold OLED as of Q1 2026.
- Jennison Associates held 140,591 shares of Universal Display worth $12.9M as of Q1 2026.
- Jennison Associates sold 269,087 Universal Display shares in Q1 2026, an estimated $29.8M.
- Universal Display made up 0.01% of Jennison Associates's portfolio in Q1 2026, its #362 holding.
- Jennison Associates first reported a position in Universal Display in Q4 2017 and has held it in 34 quarters since.
- Jennison Associates's Universal Display position peaked at $173M in Q4 2023.
- 459 funds tracked by Wall St. Rank held Universal Display as of Q1 2026.
Based on Jennison Associates's 13F filing for Q1 2026, filed 6 May 2026.