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NIA Impact Advisors’s Universal Display OLED Stock Holding History

NIA Impact 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
2023
Q2 		– Sell
-1,331
Closed -$206K – 57
2023
Q1 		$206K Buy
+1,331
New +$179K 0.11% 52
2022
Q2 		– Sell
-6,162
Closed -$1.03M – 66
2022
Q1 		$1.03M Sell
6,162
-12,996
-68% -$2.02M 0.5% 52
2021
Q4 		$2.82M Sell
19,158
-1,008
-5% -$166K 1.5% 22
2021
Q3 		$3.45M Buy
20,166
+4,008
+25% +$830K 1.47% 28
2021
Q2 		$3.59M Buy
16,158
+560
+4% +$123K 1.75% 25
2021
Q1 		$3.69M Buy
15,598
+1,511
+11% +$349K 2% 22
2020
Q4 		$3.39M Buy
+14,087
New +$3.01M 1.77% 25

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NIA Impact Advisors's OLED Position: Q2 2023 in Review

NIA Impact Advisors sold out of Universal Display (OLED) in Q2 2023, closing a stake of 1,331 shares — an estimated $206K sold.

NIA Impact Advisors first reported a position in OLED in Q4 2020 and held it in 7 quarters. The position peaked at $3.69M in Q1 2021. 399 funds tracked by Wall St. Rank hold OLED as of Q2 2023.

  • NIA Impact Advisors reported no remaining Universal Display position as of Q2 2023 after selling out during the quarter.
  • NIA Impact Advisors sold 1,331 Universal Display shares in Q2 2023, an estimated $206K.
  • NIA Impact Advisors first reported a position in Universal Display in Q4 2020 and held it in 7 quarters.
  • NIA Impact Advisors's Universal Display position peaked at $3.69M in Q1 2021.
  • 399 funds tracked by Wall St. Rank held Universal Display as of Q2 2023.

Based on NIA Impact Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.