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Biltmore Family Office’s Universal Display OLED Stock Holding History

Biltmore Family Office’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
2024
Q4 		– Sell
-1,170
Closed -$246K – 278
2024
Q3 		$246K Buy
1,170
+5
+0.4% +$1.01K 0.04% 186
2024
Q2 		$245K Buy
+1,165
New +$205K 0.05% 172
2024
Q1 		– Sell
-1,165
Closed -$223K – 240
2023
Q4 		$223K Buy
+1,165
New +$193K 0.05% 179

Other funds holding OLED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Biltmore Family Office's OLED Position: Q4 2024 in Review

Biltmore Family Office sold out of Universal Display (OLED) in Q4 2024, closing a stake of 1,170 shares — an estimated $246K sold.

Biltmore Family Office first reported a position in OLED in Q4 2023 and held it in 3 quarters. The position peaked at $246K in Q3 2024. 493 funds tracked by Wall St. Rank hold OLED as of Q4 2024.

  • Biltmore Family Office reported no remaining Universal Display position as of Q4 2024 after selling out during the quarter.
  • Biltmore Family Office sold 1,170 Universal Display shares in Q4 2024, an estimated $246K.
  • Biltmore Family Office first reported a position in Universal Display in Q4 2023 and held it in 3 quarters.
  • Biltmore Family Office's Universal Display position peaked at $246K in Q3 2024.
  • 493 funds tracked by Wall St. Rank held Universal Display as of Q4 2024.

Based on Biltmore Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.