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Next Financial Group’s Universal Display OLED Stock Holding History

Next Financial Group’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
2021
Q4 		$55K Buy
337
+24
+8% +$3.96K ﹤0.01% 1435
2021
Q3 		$53K Hold
313
– – ﹤0.01% 1388
2021
Q2 		$70K Sell
313
-3
-0.9% -$657 0.01% 1253
2021
Q1 		$75K Buy
316
+44
+16% +$10.2K 0.01% 1127
2020
Q4 		$63K Sell
272
-490
-64% -$105K 0.01% 1125
2020
Q3 		$138K Buy
+762
New +$130K 0.01% 747
2020
Q2 		– Sell
-185
Closed -$24K – 1475
2020
Q1 		$24K Sell
185
-1,046
-85% -$180K ﹤0.01% 1208
2019
Q4 		$254K Sell
1,231
-619
-33% -$117K 0.03% 614
2019
Q3 		$310K Buy
1,850
+928
+101% +$186K 0.03% 484
2019
Q2 		$173K Buy
922
+852
+1,217% +$142K 0.02% 717
2019
Q1 		$11K Sell
70
-23
-25% -$2.85K ﹤0.01% 1095
2018
Q4 		$9K Buy
93
+23
+33% +$2.32K ﹤0.01% 1380
2018
Q3 		$8K Buy
+70
New +$7.69K ﹤0.01% 1053
2017
Q4 		– Sell
-208
Closed -$28K – 1032
2017
Q3 		$28K Buy
208
+138
+197% +$16.7K 0.01% 872
2017
Q2 		$8K Hold
70
– – ﹤0.01% 1409
2017
Q1 		$6K Sell
70
-360
-84% -$25.9K ﹤0.01% 1461
2016
Q4 		$24K Hold
430
– – ﹤0.01% 1293
2016
Q3 		$24K Buy
+430
New +$27.3K ﹤0.01% 1271
2015
Q2 		– Sell
-100
Closed -$5.04K – 1926
2015
Q1 		$4K Buy
+100
New +$3.55K ﹤0.01% 1549
2014
Q4 		– Sell
-130
Closed -$4K – 2213
2014
Q3 		$4K Buy
+130
New +$4.29K ﹤0.01% 2155

Other funds holding OLED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Next Financial Group's OLED Position: Q4 2021 in Review

Next Financial Group increased its Universal Display (OLED) stake by 7.7% in Q4 2021, buying an estimated $3.96K and bringing the position to 337 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Next Financial Group first reported a position in OLED in Q3 2014 and has held it in 20 quarters since. The position peaked at $310K in Q3 2019. 425 funds tracked by Wall St. Rank hold OLED as of Q4 2021.

  • Next Financial Group held 337 shares of Universal Display worth $55K as of Q4 2021.
  • Next Financial Group bought 24 Universal Display shares in Q4 2021, an estimated $3.96K.
  • Universal Display made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1435 holding.
  • Next Financial Group first reported a position in Universal Display in Q3 2014 and has held it in 20 quarters since.
  • Next Financial Group's Universal Display position peaked at $310K in Q3 2019.
  • 425 funds tracked by Wall St. Rank held Universal Display as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.