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Turtle Creek Wealth Advisors’s Universal Display OLED Stock Holding History

Turtle Creek Wealth 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
2024
Q1 		– Sell
-12
Closed -$2.29K – 618
2023
Q4 		$2.29K Buy
+12
New +$1.98K ﹤0.01% 764

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Turtle Creek Wealth Advisors's OLED Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Universal Display (OLED) in Q1 2024, closing a stake of 12 shares — an estimated $2.29K sold.

Turtle Creek Wealth Advisors first reported a position in OLED in Q4 2023 and held it in 1 quarter. The position peaked at $2.29K in Q4 2023. 432 funds tracked by Wall St. Rank hold OLED as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Universal Display position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 12 Universal Display shares in Q1 2024, an estimated $2.29K.
  • Turtle Creek Wealth Advisors first reported a position in Universal Display in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Universal Display position peaked at $2.29K in Q4 2023.
  • 432 funds tracked by Wall St. Rank held Universal Display as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.