Yorktown Management & Research Company’s Universal Display OLED Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-1,900	Closed	-$320K	–	223
2024 Q1	$320K	Hold	1,900	–	–	0.3%	154
2023 Q4	$363K	Hold	1,900	–	–	0.38%	117
2023 Q3	$298K	Buy	+1,900	New	+$289K	0.34%	146
2022 Q3	–	Sell	-2,300	Closed	-$233K	–	217
2022 Q2	$233K	Hold	2,300	–	–	0.3%	149
2022 Q1	$384K	Hold	2,300	–	–	0.33%	125
2021 Q4	$380K	Hold	2,300	–	–	0.26%	155
2021 Q3	$393K	Hold	2,300	–	–	0.3%	146
2021 Q2	$511K	Buy	2,300 +600	+35%	+$131K	0.4%	86
2021 Q1	$403K	Hold	1,700	–	–	0.33%	106
2020 Q4	$391K	Hold	1,700	–	–	0.35%	138
2020 Q3	$307K	Hold	1,700	–	–	0.29%	192
2020 Q2	$254K	Hold	1,700	–	–	0.23%	236
2020 Q1	$224K	Sell	1,700 -400	-19%	-$68.8K	0.23%	198
2019 Q4	$433K	Buy	+2,100	New	+$397K	0.23%	138
2018 Q1	–	Sell	-1,800	Closed	-$311K	–	385
2017 Q4	$311K	Sell	1,800 -1,000	-36%	-$159K	0.09%	264
2017 Q3	$361K	Hold	2,800	–	–	0.09%	151
2017 Q2	$306K	Buy	+2,800	New	+$295K	0.1%	148

Other funds holding OLED

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yorktown Management & Research Company's OLED Position: Q2 2024 in Review

Yorktown Management & Research Company sold out of Universal Display (OLED) in Q2 2024, closing a stake of 1,900 shares — an estimated $320K sold.

Yorktown Management & Research Company first reported a position in OLED in Q2 2017 and held it in 17 quarters. The position peaked at $511K in Q2 2021. 460 funds tracked by Wall St. Rank hold OLED as of Q2 2024.

Yorktown Management & Research Company reported no remaining Universal Display position as of Q2 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 1,900 Universal Display shares in Q2 2024, an estimated $320K.
Yorktown Management & Research Company first reported a position in Universal Display in Q2 2017 and held it in 17 quarters.
Yorktown Management & Research Company's Universal Display position peaked at $511K in Q2 2021.
460 funds tracked by Wall St. Rank held Universal Display as of Q2 2024.

Based on Yorktown Management & Research Company's 13F filing for Q2 2024, filed 30 Jul 2024.