LGT Financial Advisors’s Universal Display OLED Stock Holding History

LGT Financial 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
2025 Q1	–	Sell	-22	Closed	-$3.22K	–	600
2024 Q4	$3.22K	Sell	22 -27	-55%	-$4.81K	0.01%	618
2024 Q3	$10.3K	Buy	49 +27	+123%	+$5.47K	0.03%	414
2024 Q2	$4.63K	Hold	22	–	–	0.01%	605
2024 Q1	$3.71K	Hold	22	–	–	﹤0.01%	667
2023 Q4	$4.21K	Hold	22	–	–	0.01%	666
2023 Q3	$3.45K	Buy	+22	New	+$3.34K	﹤0.01%	698

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LGT Financial Advisors's OLED Position: Q1 2025 in Review

LGT Financial Advisors sold out of Universal Display (OLED) in Q1 2025, closing a stake of 22 shares — an estimated $3.22K sold.

LGT Financial Advisors first reported a position in OLED in Q3 2023 and held it in 6 quarters. The position peaked at $10.3K in Q3 2024. 479 funds tracked by Wall St. Rank hold OLED as of Q1 2025.

LGT Financial Advisors reported no remaining Universal Display position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 22 Universal Display shares in Q1 2025, an estimated $3.22K.
LGT Financial Advisors first reported a position in Universal Display in Q3 2023 and held it in 6 quarters.
LGT Financial Advisors's Universal Display position peaked at $10.3K in Q3 2024.
479 funds tracked by Wall St. Rank held Universal Display as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.