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Leibman Financial Services’s Universal Display OLED Stock Holding History

Leibman Financial Services’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
Q3 		– Sell
-1,094
Closed -$230K – 61
2024
Q2 		$230K Sell
1,094
-4,349
-80% -$765K 0.17% 52
2024
Q1 		$917K Sell
5,443
-169
-3% -$29.4K 0.7% 38
2023
Q4 		$1.07M Buy
+5,612
New +$928K 0.89% 38

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Leibman Financial Services's OLED Position: Q3 2024 in Review

Leibman Financial Services sold out of Universal Display (OLED) in Q3 2024, closing a stake of 1,094 shares — an estimated $230K sold.

Leibman Financial Services first reported a position in OLED in Q4 2023 and held it in 3 quarters. The position peaked at $1.07M in Q4 2023. 483 funds tracked by Wall St. Rank hold OLED as of Q3 2024.

  • Leibman Financial Services reported no remaining Universal Display position as of Q3 2024 after selling out during the quarter.
  • Leibman Financial Services sold 1,094 Universal Display shares in Q3 2024, an estimated $230K.
  • Leibman Financial Services first reported a position in Universal Display in Q4 2023 and held it in 3 quarters.
  • Leibman Financial Services's Universal Display position peaked at $1.07M in Q4 2023.
  • 483 funds tracked by Wall St. Rank held Universal Display as of Q3 2024.

Based on Leibman Financial Services's 13F filing for Q3 2024, filed 8 Oct 2024.