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Transform Wealth’s Universal Display OLED Stock Holding History

Transform Wealth’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
-1,529
Closed -$261K – 228
2021
Q3 		$261K Sell
1,529
-15,305
-91% -$3.17M 0.03% 200
2021
Q2 		$3.74M Buy
16,834
+8,116
+93% +$1.78M 0.46% 68
2021
Q1 		$2.06M Buy
8,718
+220
+3% +$50.8K 0.41% 74
2020
Q4 		$1.95M Sell
8,498
-7,151
-46% -$1.53M 0.41% 75
2020
Q3 		$2.83M Buy
15,649
+1,110
+8% +$190K 0.46% 68
2020
Q2 		$2.17M Buy
+14,539
New +$2.13M 0.37% 74
2017
Q2 		– Sell
-3,494
Closed -$301K – 127
2017
Q1 		$301K Buy
+3,494
New +$251K 0.11% 179

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Transform Wealth's OLED Position: Q4 2021 in Review

Transform Wealth sold out of Universal Display (OLED) in Q4 2021, closing a stake of 1,529 shares — an estimated $261K sold.

Transform Wealth first reported a position in OLED in Q1 2017 and held it in 7 quarters. The position peaked at $3.74M in Q2 2021. 425 funds tracked by Wall St. Rank hold OLED as of Q4 2021.

  • Transform Wealth reported no remaining Universal Display position as of Q4 2021 after selling out during the quarter.
  • Transform Wealth sold 1,529 Universal Display shares in Q4 2021, an estimated $261K.
  • Transform Wealth first reported a position in Universal Display in Q1 2017 and held it in 7 quarters.
  • Transform Wealth's Universal Display position peaked at $3.74M in Q2 2021.
  • 425 funds tracked by Wall St. Rank held Universal Display as of Q4 2021.

Based on Transform Wealth's 13F filing for Q4 2021, filed 26 Jan 2022.