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Selective Wealth Management’s Universal Display OLED Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-45
Closed -$4K – 535
2022
Q3 		$4K Hold
45
– – ﹤0.01% 618
2022
Q2 		$5K Hold
45
– – ﹤0.01% 631
2022
Q1 		$8K Sell
45
-45
-50% -$6.99K ﹤0.01% 559
2021
Q4 		$15K Sell
90
-100
-53% -$16.5K 0.01% 442
2021
Q3 		$32K Sell
190
-110
-37% -$22.8K 0.02% 317
2021
Q2 		$67K Buy
+300
New +$65.7K 0.05% 158
2020
Q3 		– Sell
-50
Closed -$7K – 390
2020
Q2 		$7K Hold
50
– – 0.01% 269
2020
Q1 		$7K Hold
50
– – 0.01% 177
2019
Q4 		$10K Hold
50
– – 0.01% 161
2019
Q3 		$8K Buy
+50
New +$10K 0.01% 183

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's OLED Position: Q4 2022 in Review

Selective Wealth Management sold out of Universal Display (OLED) in Q4 2022, closing a stake of 45 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in OLED in Q3 2019 and held it in 10 quarters. The position peaked at $67K in Q2 2021. 382 funds tracked by Wall St. Rank hold OLED as of Q4 2022.

  • Selective Wealth Management reported no remaining Universal Display position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 45 Universal Display shares in Q4 2022, an estimated $4K.
  • Selective Wealth Management first reported a position in Universal Display in Q3 2019 and held it in 10 quarters.
  • Selective Wealth Management's Universal Display position peaked at $67K in Q2 2021.
  • 382 funds tracked by Wall St. Rank held Universal Display as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.