Accel Wealth Management’s Universal Display OLED Stock Holding History

Accel 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
2021 Q4	–	Sell	-23	Closed	-$4K	–	938
2021 Q3	$4K	Hold	23	–	–	﹤0.01%	770
2021 Q2	$5K	Hold	23	–	–	﹤0.01%	798
2021 Q1	$5K	Hold	23	–	–	﹤0.01%	756
2020 Q4	$5K	Buy	+23	New	+$4.92K	﹤0.01%	714

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

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

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

Norges Bank Oslo, Norway $935B AUM

LCP

LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Accel Wealth Management's OLED Position: Q4 2021 in Review

Accel Wealth Management sold out of Universal Display (OLED) in Q4 2021, closing a stake of 23 shares — an estimated $4K sold.

Accel Wealth Management first reported a position in OLED in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 425 funds tracked by Wall St. Rank hold OLED as of Q4 2021.

Accel Wealth Management reported no remaining Universal Display position as of Q4 2021 after selling out during the quarter.
Accel Wealth Management sold 23 Universal Display shares in Q4 2021, an estimated $4K.
Accel Wealth Management first reported a position in Universal Display in Q4 2020 and held it in 4 quarters.
Accel Wealth Management's Universal Display position peaked at $5K in Q2 2021.
425 funds tracked by Wall St. Rank held Universal Display as of Q4 2021.

Based on Accel Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.