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Lenox Wealth Advisors’s Universal Display OLED Stock Holding History

Lenox Wealth Advisors’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
2020
Q2 		– Sell
-12
Closed -$2K – 735
2020
Q1 		$2K Hold
12
– – ﹤0.01% 603
2019
Q4 		$2K Hold
12
– – ﹤0.01% 614
2019
Q3 		$2K Buy
+12
New +$2.4K ﹤0.01% 514

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lenox Wealth Advisors's OLED Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Universal Display (OLED) in Q2 2020, closing a stake of 12 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in OLED in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 412 funds tracked by Wall St. Rank hold OLED as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Universal Display position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 12 Universal Display shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Universal Display in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Universal Display position peaked at $2K in Q1 2020.
  • 412 funds tracked by Wall St. Rank held Universal Display as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.