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Piershale Financial Group’s Universal Display OLED Stock Holding History

Piershale 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
2023
Q2 		$28.8K Hold
200
– – 0.02% 58
2023
Q1 		$31K Hold
200
– – 0.02% 46
2022
Q4 		$21.6K Buy
+200
New +$21K 0.02% 64

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Piershale Financial Group's OLED Position: Q2 2023 in Review

Piershale Financial Group held its Universal Display (OLED) position steady in Q2 2023 at 200 shares worth $28.8K. The position accounts for 0.02% of the portfolio, ranked #58.

Piershale Financial Group first reported a position in OLED in Q4 2022 and has held it in 3 quarters since. The position peaked at $31K in Q1 2023. 400 funds tracked by Wall St. Rank hold OLED as of Q2 2023.

  • Piershale Financial Group held 200 shares of Universal Display worth $28.8K as of Q2 2023.
  • Piershale Financial Group left its Universal Display share count unchanged in Q2 2023.
  • Universal Display made up 0.02% of Piershale Financial Group's portfolio in Q2 2023, its #58 holding.
  • Piershale Financial Group first reported a position in Universal Display in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Universal Display position peaked at $31K in Q1 2023.
  • 400 funds tracked by Wall St. Rank held Universal Display as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.