Tyler-Stone Wealth Management’s Universal Display OLED Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-220	Closed	-$46.3K	–	743
2024 Q2	$46.3K	Hold	220	–	–	0.02%	379
2024 Q1	$37.1K	Hold	220	–	–	0.02%	419
2023 Q4	$42.1K	Hold	220	–	–	0.02%	379
2023 Q3	$35K	Sell	220 -80	-27%	-$12.2K	0.02%	390
2023 Q2	$43K	Buy	+300	New	+$43K	0.02%	364
2022 Q4	$32K	Hold	300	–	–	0.02%	379
2022 Q3	$28K	Hold	300	–	–	0.02%	380
2022 Q2	$30K	Hold	300	–	–	0.02%	390
2022 Q1	$50K	Hold	300	–	–	0.03%	343
2021 Q4	$50K	Buy	+300	New	+$49.5K	0.03%	360

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tyler-Stone Wealth Management's OLED Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Universal Display (OLED) in Q3 2024, closing a stake of 220 shares — an estimated $46.3K sold.

Tyler-Stone Wealth Management first reported a position in OLED in Q4 2021 and held it in 10 quarters. The position peaked at $50K in Q1 2022. 481 funds tracked by Wall St. Rank hold OLED as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Universal Display position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 220 Universal Display shares in Q3 2024, an estimated $46.3K.
Tyler-Stone Wealth Management first reported a position in Universal Display in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Universal Display position peaked at $50K in Q1 2022.
481 funds tracked by Wall St. Rank held Universal Display as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.