McCarthy Asset Management’s Universal Display OLED Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-136	Closed	-$23K	–	206
2022 Q1	$23K	Hold	136	–	–	0.02%	129
2021 Q4	$22K	Hold	136	–	–	0.02%	136
2021 Q3	$23K	Sell	136 -103	-43%	-$21.3K	0.02%	136
2021 Q2	$53K	Buy	+239	New	+$52.3K	0.04%	92

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

McCarthy Asset Management's OLED Position: Q2 2022 in Review

McCarthy Asset Management sold out of Universal Display (OLED) in Q2 2022, closing a stake of 136 shares — an estimated $23K sold.

McCarthy Asset Management first reported a position in OLED in Q2 2021 and held it in 4 quarters. The position peaked at $53K in Q2 2021. 383 funds tracked by Wall St. Rank hold OLED as of Q2 2022.

McCarthy Asset Management reported no remaining Universal Display position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 136 Universal Display shares in Q2 2022, an estimated $23K.
McCarthy Asset Management first reported a position in Universal Display in Q2 2021 and held it in 4 quarters.
McCarthy Asset Management's Universal Display position peaked at $53K in Q2 2021.
383 funds tracked by Wall St. Rank held Universal Display as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.