RJT
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Raymond James Trust’s Universal Display OLED Stock Holding History

Raymond James Trust’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
Q3 		$207K Buy
+984
New +$199K ﹤0.01% 1234
2021
Q3 		– Sell
-1,069
Closed -$238K – 1158
2021
Q2 		$238K Hold
1,069
– – 0.01% 969
2021
Q1 		$253K Hold
1,069
– – 0.01% 906
2020
Q4 		$246K Buy
+1,069
New +$228K 0.01% 858

Other funds holding OLED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Raymond James Trust's OLED Position: Q3 2024 in Review

Raymond James Trust opened a new position in Universal Display (OLED) in Q3 2024: 984 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1234 among its holdings. This is a return to the name: Raymond James Trust previously reported a position in OLED as recently as Q2 2021.

Raymond James Trust first reported a position in OLED in Q4 2020 and has held it in 4 quarters since. The position peaked at $253K in Q1 2021. 481 funds tracked by Wall St. Rank hold OLED as of Q3 2024.

  • Raymond James Trust held 984 shares of Universal Display worth $207K as of Q3 2024.
  • Universal Display was a new Raymond James Trust position in Q3 2024.
  • Universal Display made up ﹤0.01% of Raymond James Trust's portfolio in Q3 2024, its #1234 holding.
  • Raymond James Trust first reported a position in Universal Display in Q4 2020 and has held it in 4 quarters since.
  • Raymond James Trust's Universal Display position peaked at $253K in Q1 2021.
  • 481 funds tracked by Wall St. Rank held Universal Display as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.