Phoenix Financial’s Universal Display OLED Stock Holding History

Phoenix Financial’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	–	Sell	-5,333	Closed	-$920K	–	419
2021 Q3	$920K	Buy	+5,333	New	+$1.1M	0.02%	276

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LCP

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Phoenix Financial's OLED Position: Q4 2021 in Review

Phoenix Financial sold out of Universal Display (OLED) in Q4 2021, closing a stake of 5,333 shares — an estimated $920K sold.

Phoenix Financial first reported a position in OLED in Q3 2021 and held it in 1 quarter. The position peaked at $920K in Q3 2021. 425 funds tracked by Wall St. Rank hold OLED as of Q4 2021.

Phoenix Financial reported no remaining Universal Display position as of Q4 2021 after selling out during the quarter.
Phoenix Financial sold 5,333 Universal Display shares in Q4 2021, an estimated $920K.
Phoenix Financial first reported a position in Universal Display in Q3 2021 and held it in 1 quarter.
Phoenix Financial's Universal Display position peaked at $920K in Q3 2021.
425 funds tracked by Wall St. Rank held Universal Display as of Q4 2021.

Based on Phoenix Financial's 13F filing for Q4 2021, filed 7 Feb 2022.