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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
2020
Q1 		– Sell
-2,500
Closed -$515K – 471
2019
Q4 		$515K Buy
+2,500
New +$472K 0.05% 245

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. 480 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.
  • 480 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.