Modera Wealth Management’s Universal Display OLED Stock Holding History

Modera 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
2022 Q1	–	Sell	-1,473	Closed	-$243K	–	520
2021 Q4	$243K	Buy	+1,473	New	+$243K	0.01%	495

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

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

Norges Bank Oslo, Norway $935B AUM

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

LCP

LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return

Modera Wealth Management's OLED Position: Q1 2022 in Review

Modera Wealth Management sold out of Universal Display (OLED) in Q1 2022, closing a stake of 1,473 shares — an estimated $243K sold.

Modera Wealth Management first reported a position in OLED in Q4 2021 and held it in 1 quarter. The position peaked at $243K in Q4 2021. 405 funds tracked by Wall St. Rank hold OLED as of Q1 2022.

Modera Wealth Management reported no remaining Universal Display position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 1,473 Universal Display shares in Q1 2022, an estimated $243K.
Modera Wealth Management first reported a position in Universal Display in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Universal Display position peaked at $243K in Q4 2021.
405 funds tracked by Wall St. Rank held Universal Display as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.