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Plante Moran Financial Advisors’s Universal Display OLED Stock Holding History

Plante Moran Financial 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
2024
Q2 		– Sell
-17
Closed -$2.86K – 851
2024
Q1 		$2.86K Sell
17
-19
-53% -$3.31K ﹤0.01% 741
2023
Q4 		$6.88K Buy
+36
New +$5.95K ﹤0.01% 610
2023
Q3 		– Sell
-6
Closed -$865 – 835
2023
Q2 		$865 Buy
+6
New +$860 ﹤0.01% 738
2022
Q4 		– Sell
-50
Closed -$5K – 940
2022
Q3 		$5K Hold
50
– – ﹤0.01% 702
2022
Q2 		$5K Hold
50
– – ﹤0.01% 722
2022
Q1 		$8K Hold
50
– – ﹤0.01% 625
2021
Q4 		$8K Hold
50
– – ﹤0.01% 732
2021
Q3 		$9K Hold
50
– – ﹤0.01% 710
2021
Q2 		$11K Hold
50
– – ﹤0.01% 667
2021
Q1 		$12K Hold
50
– – ﹤0.01% 626
2020
Q4 		$11K Sell
50
-75
-60% -$16K ﹤0.01% 617
2020
Q3 		$23K Buy
125
+75
+150% +$12.8K 0.01% 471
2020
Q2 		$7K Hold
50
– – ﹤0.01% 557
2020
Q1 		$7K Hold
50
– – ﹤0.01% 539
2019
Q4 		$10K Hold
50
– – ﹤0.01% 546
2019
Q3 		$8K Hold
50
– – ﹤0.01% 630
2019
Q2 		$9K Hold
50
– – ﹤0.01% 583
2019
Q1 		$8K Sell
50
-50
-50% -$6.19K ﹤0.01% 577
2018
Q4 		$9K Buy
100
+50
+100% +$5.05K ﹤0.01% 516
2018
Q3 		$6K Buy
50
+16
+47% +$1.76K ﹤0.01% 572
2018
Q2 		$3K Buy
34
+30
+750% +$2.86K ﹤0.01% 684
2018
Q1 		$0 Buy
+4
New +$601 ﹤0.01% 991
2016
Q1 		– Sell
-100
Closed -$5K – 980
2015
Q4 		$5K Buy
+100
New +$4.41K ﹤0.01% 731

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plante Moran Financial Advisors's OLED Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Universal Display (OLED) in Q2 2024, closing a stake of 17 shares — an estimated $2.86K sold.

Plante Moran Financial Advisors first reported a position in OLED in Q4 2015 and held it in 23 quarters. The position peaked at $23K in Q3 2020. 460 funds tracked by Wall St. Rank hold OLED as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Universal Display position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 17 Universal Display shares in Q2 2024, an estimated $2.86K.
  • Plante Moran Financial Advisors first reported a position in Universal Display in Q4 2015 and held it in 23 quarters.
  • Plante Moran Financial Advisors's Universal Display position peaked at $23K in Q3 2020.
  • 460 funds tracked by Wall St. Rank held Universal Display as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.