NEI
OLED icon

Northwest & Ethical Investments’s Universal Display OLED Stock Holding History

Northwest & Ethical Investments’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
2019
Q3 		– Sell
-3,103
Closed -$584K – 377
2019
Q2 		$584K Sell
3,103
-1,029
-25% -$171K 0.03% 342
2019
Q1 		$632K Sell
4,132
-2,476
-37% -$306K 0.03% 341
2018
Q4 		$618K Buy
6,608
+1,322
+25% +$133K 0.04% 337
2018
Q3 		$623K Buy
5,286
+696
+15% +$76.5K 0.04% 315
2018
Q2 		$395K Buy
4,590
+2,369
+107% +$226K 0.03% 314
2018
Q1 		$224K Sell
2,221
-2,344
-51% -$352K 0.02% 315
2017
Q4 		$788K Buy
4,565
+218
+5% +$34.8K 0.05% 297
2017
Q3 		$560K Sell
4,347
-2,392
-35% -$289K 0.03% 311
2017
Q2 		$638K Buy
6,739
+604
+10% +$63.6K 0.04% 307
2017
Q1 		$528K Hold
6,135
– – 0.04% 325
2016
Q4 		$345K Buy
6,135
+1,422
+30% +$78.2K 0.02% 331
2016
Q3 		$262K Buy
4,713
+577
+14% +$36.6K 0.02% 303
2016
Q2 		$280K Hold
4,136
– – 0.02% 210
2016
Q1 		$224K Buy
4,136
+3,113
+304% +$152K 0.02% 208
2015
Q4 		$55.7K Buy
+1,023
New +$45.1K ﹤0.01% 202

Other funds holding OLED

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northwest & Ethical Investments's OLED Position: Q3 2019 in Review

Northwest & Ethical Investments sold out of Universal Display (OLED) in Q3 2019, closing a stake of 3,103 shares — an estimated $584K sold.

Northwest & Ethical Investments first reported a position in OLED in Q4 2015 and held it in 15 quarters. The position peaked at $788K in Q4 2017. 408 funds tracked by Wall St. Rank hold OLED as of Q3 2019.

  • Northwest & Ethical Investments reported no remaining Universal Display position as of Q3 2019 after selling out during the quarter.
  • Northwest & Ethical Investments sold 3,103 Universal Display shares in Q3 2019, an estimated $584K.
  • Northwest & Ethical Investments first reported a position in Universal Display in Q4 2015 and held it in 15 quarters.
  • Northwest & Ethical Investments's Universal Display position peaked at $788K in Q4 2017.
  • 408 funds tracked by Wall St. Rank held Universal Display as of Q3 2019.

Based on Northwest & Ethical Investments's 13F filing for Q3 2019, filed 8 Jul 2025.