SWP
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ShoreHaven Wealth Partners’s Universal Display OLED Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q1 		– Sell
-576
Closed -$132K – 292
2020
Q4 		$132K Buy
+576
New +$123K 0.07% 67

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WRF
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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

ShoreHaven Wealth Partners's OLED Position: Q1 2021 in Review

ShoreHaven Wealth Partners sold out of Universal Display (OLED) in Q1 2021, closing a stake of 576 shares — an estimated $132K sold.

ShoreHaven Wealth Partners first reported a position in OLED in Q4 2020 and held it in 1 quarter. The position peaked at $132K in Q4 2020. 452 funds tracked by Wall St. Rank hold OLED as of Q1 2021.

  • ShoreHaven Wealth Partners reported no remaining Universal Display position as of Q1 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 576 Universal Display shares in Q1 2021, an estimated $132K.
  • ShoreHaven Wealth Partners first reported a position in Universal Display in Q4 2020 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's Universal Display position peaked at $132K in Q4 2020.
  • 452 funds tracked by Wall St. Rank held Universal Display as of Q1 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.