Strategic Wealth Partners’s Universal Display OLED Stock Holding History

Strategic 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 Q4	–	Sell	-5,299	Closed	-$906K	–	296
2021 Q3	$906K	Buy	5,299 +2,802	+112%	+$580K	0.27%	103
2021 Q2	$555K	Buy	2,497 +262	+12%	+$57.4K	0.18%	139
2021 Q1	$529K	Buy	+2,235	New	+$516K	0.21%	118
2019 Q4	–	Sell	-12	Closed	-$1	–	383
2019 Q3	$1	Hold	12	–	–	﹤0.01%	710
2019 Q2	$2K	Hold	12	–	–	﹤0.01%	700
2019 Q1	$2K	Sell	12 -11	-48%	-$1.36K	﹤0.01%	727
2018 Q4	$2K	Buy	+23	New	+$2.32K	﹤0.01%	643

Other funds holding OLED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LCP

LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Strategic Wealth Partners's OLED Position: Q4 2021 in Review

Strategic Wealth Partners sold out of Universal Display (OLED) in Q4 2021, closing a stake of 5,299 shares — an estimated $906K sold.

Strategic Wealth Partners first reported a position in OLED in Q4 2018 and held it in 7 quarters. The position peaked at $906K in Q3 2021. 425 funds tracked by Wall St. Rank hold OLED as of Q4 2021.

Strategic Wealth Partners reported no remaining Universal Display position as of Q4 2021 after selling out during the quarter.
Strategic Wealth Partners sold 5,299 Universal Display shares in Q4 2021, an estimated $906K.
Strategic Wealth Partners first reported a position in Universal Display in Q4 2018 and held it in 7 quarters.
Strategic Wealth Partners's Universal Display position peaked at $906K in Q3 2021.
425 funds tracked by Wall St. Rank held Universal Display as of Q4 2021.

Based on Strategic Wealth Partners's 13F filing for Q4 2021, filed 11 Feb 2022.