SGI
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Summit Global Investments’s Universal Display OLED Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-7,918
Closed -$1.82M – 566
2020
Q4 		$1.82M Sell
7,918
-602
-7% -$129K 0.18% 99
2020
Q3 		$1.54M Buy
+8,520
New +$1.46M 0.16% 91

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Summit Global Investments's OLED Position: Q1 2021 in Review

Summit Global Investments sold out of Universal Display (OLED) in Q1 2021, closing a stake of 7,918 shares — an estimated $1.82M sold.

Summit Global Investments first reported a position in OLED in Q3 2020 and held it in 2 quarters. The position peaked at $1.82M in Q4 2020. 451 funds tracked by Wall St. Rank hold OLED as of Q1 2021.

  • Summit Global Investments reported no remaining Universal Display position as of Q1 2021 after selling out during the quarter.
  • Summit Global Investments sold 7,918 Universal Display shares in Q1 2021, an estimated $1.82M.
  • Summit Global Investments first reported a position in Universal Display in Q3 2020 and held it in 2 quarters.
  • Summit Global Investments's Universal Display position peaked at $1.82M in Q4 2020.
  • 451 funds tracked by Wall St. Rank held Universal Display as of Q1 2021.

Based on Summit Global Investments's 13F filing for Q1 2021, filed 27 Jan 2022.