SFS
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Sowell Financial Services’s Universal Display OLED Stock Holding History

Sowell Financial Services’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
-244
Closed -$53K – 2023
2021
Q1 		$53K Buy
244
+24
+11% +$5.54K ﹤0.01% 1633
2020
Q4 		$51K Buy
220
+60
+38% +$12.8K ﹤0.01% 1393
2020
Q3 		$29K Sell
160
-33
-17% -$5.64K ﹤0.01% 1401
2020
Q2 		$29K Buy
193
+13
+7% +$1.91K ﹤0.01% 1342
2020
Q1 		$24K Buy
180
+50
+38% +$8.6K ﹤0.01% 1329
2019
Q4 		$27K Hold
130
– – ﹤0.01% 1328
2019
Q3 		$22K Buy
+130
New +$26K ﹤0.01% 1249
2017
Q1 		– Sell
-710
Closed -$48K – 480
2016
Q4 		$48K Buy
+710
New +$39K 0.02% 344

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's OLED Position: Q2 2021 in Review

Sowell Financial Services sold out of Universal Display (OLED) in Q2 2021, closing a stake of 244 shares — an estimated $53K sold.

Sowell Financial Services first reported a position in OLED in Q4 2016 and held it in 8 quarters. The position peaked at $53K in Q1 2021. 440 funds tracked by Wall St. Rank hold OLED as of Q2 2021.

  • Sowell Financial Services reported no remaining Universal Display position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 244 Universal Display shares in Q2 2021, an estimated $53K.
  • Sowell Financial Services first reported a position in Universal Display in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Universal Display position peaked at $53K in Q1 2021.
  • 440 funds tracked by Wall St. Rank held Universal Display as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.