Roffman Miller Associates’s Universal Display OLED Stock Holding History

Roffman Miller Associates’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 Q3	–	Sell	-4	Closed	-$577	–	127
2023 Q2	$577	Buy	+4	New	+$573	﹤0.01%	153
2020 Q3	–	Sell	-8,170	Closed	-$1.22M	–	122
2020 Q2	$1.22M	Buy	+8,170	New	+$1.2M	0.12%	67
2020 Q1	–	Sell	-4	Closed	-$1K	–	83
2019 Q4	$1K	Buy	+4	New	+$756	﹤0.01%	89

Other funds holding OLED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Roffman Miller Associates's OLED Position: Q3 2023 in Review

Roffman Miller Associates sold out of Universal Display (OLED) in Q3 2023, closing a stake of 4 shares — an estimated $577 sold.

Roffman Miller Associates first reported a position in OLED in Q4 2019 and held it in 3 quarters. The position peaked at $1.22M in Q2 2020. 398 funds tracked by Wall St. Rank hold OLED as of Q3 2023.

Roffman Miller Associates reported no remaining Universal Display position as of Q3 2023 after selling out during the quarter.
Roffman Miller Associates sold 4 Universal Display shares in Q3 2023, an estimated $577.
Roffman Miller Associates first reported a position in Universal Display in Q4 2019 and held it in 3 quarters.
Roffman Miller Associates's Universal Display position peaked at $1.22M in Q2 2020.
398 funds tracked by Wall St. Rank held Universal Display as of Q3 2023.

Based on Roffman Miller Associates's 13F filing for Q3 2023, filed 9 Nov 2023.