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Sheaff Brock Investment Advisors’s Universal Display OLED Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$216K Buy
1,550
+100
+7% +$14.9K 0.02% 385
2024
Q4 		$212K Buy
1,450
+150
+12% +$26.7K 0.02% 396
2024
Q3 		$273K Hold
1,300
– – 0.02% 343
2024
Q2 		$273K Sell
1,300
-100
-7% -$17.6K 0.03% 336
2024
Q1 		$236K Hold
1,400
– – 0.01% 409
2023
Q4 		$268K Sell
1,400
-250
-15% -$41.3K 0.02% 367
2023
Q3 		$259K Hold
1,650
– – 0.02% 353
2023
Q2 		$238K Buy
1,650
+100
+6% +$14.3K 0.02% 392
2023
Q1 		$240K Buy
+1,550
New +$208K 0.02% 398
2022
Q2 		– Sell
-1,550
Closed -$258K – 531
2022
Q1 		$258K Hold
1,550
– – 0.02% 409
2021
Q4 		$256K Buy
1,550
+50
+3% +$8.24K 0.02% 424
2021
Q3 		$256K Hold
1,500
– – 0.02% 421
2021
Q2 		$333K Hold
1,500
– – 0.02% 338
2021
Q1 		$355K Hold
1,500
– – 0.03% 316
2020
Q4 		$345K Hold
1,500
– – 0.03% 300
2020
Q3 		$271K Hold
1,500
– – 0.03% 328
2020
Q2 		$224K Sell
1,500
-200
-12% -$29.4K 0.02% 361
2020
Q1 		$224K Hold
1,700
– – 0.03% 318
2019
Q4 		$350K Buy
1,700
+100
+6% +$18.9K 0.03% 304
2019
Q3 		$269K Buy
1,600
+100
+7% +$20K 0.03% 352
2019
Q2 		$282K Hold
1,500
– – 0.03% 347
2019
Q1 		$229K Buy
+1,500
New +$186K 0.03% 406
2018
Q4 		– Sell
-1,700
Closed -$200K – 510
2018
Q3 		$200K Buy
+1,700
New +$187K 0.02% 458
2018
Q1 		– Sell
-1,300
Closed -$224K – 574
2017
Q4 		$224K Buy
+1,300
New +$207K 0.03% 431

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sheaff Brock Investment Advisors's OLED Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Universal Display (OLED) stake by 6.9% in Q1 2025, buying an estimated $14.9K and bringing the position to 1,550 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #385.

Sheaff Brock Investment Advisors first reported a position in OLED in Q4 2017 and has held it in 24 quarters since. The position peaked at $355K in Q1 2021. 479 funds tracked by Wall St. Rank hold OLED as of Q1 2025.

  • Sheaff Brock Investment Advisors held 1,550 shares of Universal Display worth $216K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 100 Universal Display shares in Q1 2025, an estimated $14.9K.
  • Universal Display made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #385 holding.
  • Sheaff Brock Investment Advisors first reported a position in Universal Display in Q4 2017 and has held it in 24 quarters since.
  • Sheaff Brock Investment Advisors's Universal Display position peaked at $355K in Q1 2021.
  • 479 funds tracked by Wall St. Rank held Universal Display as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.