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Principle Wealth Partners’s Universal Display OLED Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-75
Closed -$11K – 343
2020
Q2 		$11K Buy
+75
New +$11K ﹤0.01% 400

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Principle Wealth Partners's OLED Position: Q3 2020 in Review

Principle Wealth Partners sold out of Universal Display (OLED) in Q3 2020, closing a stake of 75 shares — an estimated $11K sold.

Principle Wealth Partners first reported a position in OLED in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 409 funds tracked by Wall St. Rank hold OLED as of Q3 2020.

  • Principle Wealth Partners reported no remaining Universal Display position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 75 Universal Display shares in Q3 2020, an estimated $11K.
  • Principle Wealth Partners first reported a position in Universal Display in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Universal Display position peaked at $11K in Q2 2020.
  • 409 funds tracked by Wall St. Rank held Universal Display as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.