Summit Wealth Group’s Universal Display OLED Stock Holding History

Summit Wealth Group’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	-17	Closed	-$4K	–	170
2021 Q2	$4K	Hold	17	–	–	0.01%	143
2021 Q1	$4K	Buy	+17	New	+$3.93K	0.01%	133

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Summit Wealth Group's OLED Position: Q3 2021 in Review

Summit Wealth Group sold out of Universal Display (OLED) in Q3 2021, closing a stake of 17 shares — an estimated $4K sold.

Summit Wealth Group first reported a position in OLED in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 443 funds tracked by Wall St. Rank hold OLED as of Q3 2021.

Summit Wealth Group reported no remaining Universal Display position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 17 Universal Display shares in Q3 2021, an estimated $4K.
Summit Wealth Group first reported a position in Universal Display in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Universal Display position peaked at $4K in Q2 2021.
443 funds tracked by Wall St. Rank held Universal Display as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.