Sheets Smith Wealth Management’s Universal Display OLED Stock Holding History

Sheets Smith 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 Q3	–	Sell	-1,163	Closed	-$259K	–	372
2021 Q2	$259K	Buy	+1,163	New	+$255K	0.03%	321
2018 Q1	–	Sell	-1,911	Closed	-$330K	–	332
2017 Q4	$330K	Buy	+1,911	New	+$305K	0.08%	252

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Sheets Smith Wealth Management's OLED Position: Q3 2021 in Review

Sheets Smith Wealth Management sold out of Universal Display (OLED) in Q3 2021, closing a stake of 1,163 shares — an estimated $259K sold.

Sheets Smith Wealth Management first reported a position in OLED in Q4 2017 and held it in 2 quarters. The position peaked at $330K in Q4 2017. 444 funds tracked by Wall St. Rank hold OLED as of Q3 2021.

Sheets Smith Wealth Management reported no remaining Universal Display position as of Q3 2021 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,163 Universal Display shares in Q3 2021, an estimated $259K.
Sheets Smith Wealth Management first reported a position in Universal Display in Q4 2017 and held it in 2 quarters.
Sheets Smith Wealth Management's Universal Display position peaked at $330K in Q4 2017.
444 funds tracked by Wall St. Rank held Universal Display as of Q3 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.