Patriot Financial Group Insurance Agency’s Universal Display OLED Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-25	Closed	-$4K	–	2131
2022 Q1	$4K	Hold	25	–	–	﹤0.01%	1703
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	1790
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	1780
2021 Q2	$6K	Buy	+25	New	+$5.48K	﹤0.01%	1597
2018 Q1	–	Sell	-8	Closed	-$2K	–	979
2017 Q4	$2K	Sell	8 -3	-27%	-$478	﹤0.01%	867
2017 Q3	$1K	Hold	11	–	–	﹤0.01%	884
2017 Q2	$1K	Buy	+11	New	+$1.16K	﹤0.01%	888

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OLED Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Universal Display (OLED) in Q2 2022, closing a stake of 25 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in OLED in Q2 2017 and held it in 7 quarters. The position peaked at $6K in Q2 2021. 384 funds tracked by Wall St. Rank hold OLED as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining Universal Display position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 25 Universal Display shares in Q2 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in Universal Display in Q2 2017 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Universal Display position peaked at $6K in Q2 2021.
384 funds tracked by Wall St. Rank held Universal Display as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.