Sutton Wealth Advisors’s Universal Display OLED Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-5	Closed	-$540	–	1320
2022 Q4	$540	Hold	5	–	–	﹤0.01%	1473
2022 Q3	$472	Sell	5 -1	-17%	-$111	﹤0.01%	1477
2022 Q2	$607	Sell	6 -355	-98%	-$45.7K	﹤0.01%	1413
2022 Q1	$60.3K	Buy	361 +3	+0.8%	+$466	0.02%	355
2021 Q4	$59.1K	Buy	358 +5	+1%	+$825	0.02%	370
2021 Q3	$60.3K	Hold	353	–	–	0.02%	353
2021 Q2	$78.5K	Hold	353	–	–	0.03%	288
2021 Q1	$83.6K	Hold	353	–	–	0.03%	267
2020 Q4	$81.1K	Hold	353	–	–	0.03%	252
2020 Q3	$63.8K	Hold	353	–	–	0.03%	262
2020 Q2	$52.8K	Hold	353	–	–	0.03%	289
2020 Q1	$46.5K	Hold	353	–	–	0.03%	284
2019 Q4	$72.7K	Hold	353	–	–	0.04%	251
2019 Q3	$59.3K	Hold	353	–	–	0.03%	264
2019 Q2	$66.4K	Hold	353	–	–	0.04%	249
2019 Q1	$54K	Buy	+353	New	+$43.7K	0.03%	278
2018 Q1	–	Sell	-63	Closed	-$10.9K	–	1140
2017 Q4	$10.9K	Buy	+63	New	+$10K	0.01%	754

Other funds holding OLED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sutton Wealth Advisors's OLED Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Universal Display (OLED) in Q1 2023, closing a stake of 5 shares — an estimated $540 sold.

Sutton Wealth Advisors first reported a position in OLED in Q4 2017 and held it in 17 quarters. The position peaked at $83.6K in Q1 2021. 391 funds tracked by Wall St. Rank hold OLED as of Q1 2023.

Sutton Wealth Advisors reported no remaining Universal Display position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 5 Universal Display shares in Q1 2023, an estimated $540.
Sutton Wealth Advisors first reported a position in Universal Display in Q4 2017 and held it in 17 quarters.
Sutton Wealth Advisors's Universal Display position peaked at $83.6K in Q1 2021.
391 funds tracked by Wall St. Rank held Universal Display as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.