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Stonebridge Financial Planning Group’s Universal Display OLED Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-38
Closed -$6K – 281
2021
Q4 		$6K Hold
38
– – ﹤0.01% 361
2021
Q3 		$7K Hold
38
– – ﹤0.01% 366
2021
Q2 		$8K Hold
38
– – ﹤0.01% 367
2021
Q1 		$9K Hold
38
– – 0.01% 362
2020
Q4 		$9K Hold
38
– – 0.01% 335
2020
Q3 		$7K Sell
38
-51
-57% -$8.71K 0.01% 335
2020
Q2 		$13K Hold
89
– – 0.01% 288
2020
Q1 		$12K Buy
89
+1
+1% +$172 0.01% 288
2019
Q4 		$18K Buy
+88
New +$16.6K 0.02% 246

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return

Stonebridge Financial Planning Group's OLED Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Universal Display (OLED) in Q1 2022, closing a stake of 38 shares — an estimated $6K sold.

Stonebridge Financial Planning Group first reported a position in OLED in Q4 2019 and held it in 9 quarters. The position peaked at $18K in Q4 2019. 405 funds tracked by Wall St. Rank hold OLED as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Universal Display position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 38 Universal Display shares in Q1 2022, an estimated $6K.
  • Stonebridge Financial Planning Group first reported a position in Universal Display in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Universal Display position peaked at $18K in Q4 2019.
  • 405 funds tracked by Wall St. Rank held Universal Display as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.