Veritable’s Universal Display OLED Stock Holding History

Veritable’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
2023 Q3	–	Sell	-2,110	Closed	-$304K	–	564
2023 Q2	$304K	Sell	2,110 -385	-15%	-$55.2K	﹤0.01%	694
2023 Q1	$387K	Buy	2,495 +254	+11%	+$34.1K	0.01%	616
2022 Q4	$242K	Buy	+2,241	New	+$235K	﹤0.01%	735
2022 Q2	–	Sell	-1,507	Closed	-$252K	–	947
2022 Q1	$252K	Sell	1,507 -433	-22%	-$67.2K	﹤0.01%	778
2021 Q4	$320K	Buy	1,940 +347	+22%	+$57.2K	﹤0.01%	696
2021 Q3	$272K	Sell	1,593 -203	-11%	-$42K	﹤0.01%	728
2021 Q2	$399K	Buy	1,796 +84	+5%	+$18.4K	0.01%	600
2021 Q1	$405K	Sell	1,712 -34	-2%	-$7.85K	0.01%	563
2020 Q4	$401K	Buy	1,746 +449	+35%	+$95.9K	0.01%	553
2020 Q3	$234K	Buy	+1,297	New	+$221K	﹤0.01%	648
2019 Q2	–	Sell	-1,941	Closed	-$297K	–	821
2019 Q1	$297K	Buy	+1,941	New	+$240K	0.01%	650
2018 Q1	–	Sell	-1,482	Closed	-$256K	–	822
2017 Q4	$256K	Buy	+1,482	New	+$236K	0.01%	682

Other funds holding OLED

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

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

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

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

Fidelity Investments

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

Macquarie Group

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

AllianceBernstein

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return