MinichMacGregor Wealth Management’s Universal Display OLED Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-60	Closed	-$6.48K	–	463
2022 Q4	$6.48K	Buy	+60	New	+$6.29K	﹤0.01%	456
2018 Q4	–	Sell	-60	Closed	-$7K	–	367
2018 Q3	$7K	Hold	60	–	–	﹤0.01%	356
2018 Q2	$5K	Hold	60	–	–	﹤0.01%	380
2018 Q1	$6K	Hold	60	–	–	﹤0.01%	357
2017 Q4	$10K	Sell	60 -165	-73%	-$26.3K	0.01%	305
2017 Q3	$28K	Buy	225 +165	+275%	+$20K	0.02%	155
2017 Q2	$6K	Buy	+60	New	+$6.32K	0.01%	335

Other funds holding OLED

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MinichMacGregor Wealth Management's OLED Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Universal Display (OLED) in Q1 2023, closing a stake of 60 shares — an estimated $6.48K sold.

MinichMacGregor Wealth Management first reported a position in OLED in Q2 2017 and held it in 7 quarters. The position peaked at $28K in Q3 2017. 391 funds tracked by Wall St. Rank hold OLED as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Universal Display position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 60 Universal Display shares in Q1 2023, an estimated $6.48K.
MinichMacGregor Wealth Management first reported a position in Universal Display in Q2 2017 and held it in 7 quarters.
MinichMacGregor Wealth Management's Universal Display position peaked at $28K in Q3 2017.
391 funds tracked by Wall St. Rank held Universal Display as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.