Valeo Financial Advisors’s Universal Display OLED Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-20	Closed	-$5K	–	1387
2021 Q1	$5K	Buy	20 +10	+100%	+$2.31K	﹤0.01%	1574
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	1531
2020 Q3	$2K	Sell	10 -33	-77%	-$5.64K	﹤0.01%	1419
2020 Q2	$6K	Buy	43 +23	+115%	+$3.38K	﹤0.01%	1464
2020 Q1	$3K	Buy	20 +6	+43%	+$1.03K	﹤0.01%	1435
2019 Q4	$3K	Hold	14	–	–	﹤0.01%	1405
2019 Q3	$2K	Buy	14 +4	+40%	+$800	﹤0.01%	1396
2019 Q2	$2K	Sell	10 -75	-88%	-$12.5K	﹤0.01%	1418
2019 Q1	$13K	Sell	85 -75	-47%	-$9.28K	﹤0.01%	902
2018 Q4	$15K	Hold	160	–	–	﹤0.01%	788
2018 Q3	$20K	Hold	160	–	–	﹤0.01%	780
2018 Q2	$19K	Buy	160 +150	+1,500%	+$14.3K	﹤0.01%	784
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	1449
2017 Q4	$2K	Hold	10	–	–	﹤0.01%	1196
2017 Q3	$1K	Buy	+10	New	+$1.21K	﹤0.01%	1111

Other funds holding OLED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's OLED Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Universal Display (OLED) in Q2 2021, closing a stake of 20 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in OLED in Q3 2017 and held it in 15 quarters. The position peaked at $20K in Q3 2018. 440 funds tracked by Wall St. Rank hold OLED as of Q2 2021.

Valeo Financial Advisors reported no remaining Universal Display position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 20 Universal Display shares in Q2 2021, an estimated $5K.
Valeo Financial Advisors first reported a position in Universal Display in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Universal Display position peaked at $20K in Q3 2018.
440 funds tracked by Wall St. Rank held Universal Display as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.