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Bill Miller’s Universal Display OLED Stock Holding History

Bill Miller’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
2014
Q4 		– Sell
-847,375
Closed -$27.7M – 113
2014
Q3 		$27.7M Buy
847,375
+22,300
+3% +$736K 1.11% 41
2014
Q2 		$26.5M Sell
825,075
-11,600
-1% -$324K 1.02% 40
2014
Q1 		$26.7M Sell
836,675
-325
-0% -$10.8K 1.07% 43
2013
Q4 		$28.8M Buy
837,000
+33,125
+4% +$1.1M 1.3% 33
2013
Q3 		$25.7M Buy
803,875
+27,575
+4% +$881K 1.55% 31
2013
Q2 		$21.8M Buy
+776,300
New +$23M 1.5% 30

Other funds holding OLED

DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bill Miller's OLED Position: Q4 2014 in Review

Bill Miller sold out of Universal Display (OLED) in Q4 2014, closing a stake of 847,375 shares — an estimated $27.7M sold.

Bill Miller first reported a position in OLED in Q2 2013 and held it in 6 quarters. The position peaked at $28.8M in Q4 2013. 134 funds tracked by Wall St. Rank hold OLED as of Q4 2014.

  • Bill Miller reported no remaining Universal Display position as of Q4 2014 after selling out during the quarter.
  • Bill Miller sold 847,375 Universal Display shares in Q4 2014, an estimated $27.7M.
  • Bill Miller first reported a position in Universal Display in Q2 2013 and held it in 6 quarters.
  • Bill Miller's Universal Display position peaked at $28.8M in Q4 2013.
  • 134 funds tracked by Wall St. Rank held Universal Display as of Q4 2014.

Based on Miller Value Partners's 13F filing for Q4 2014, filed 17 Feb 2015.