Bouvel Investment Partners’s Universal Display OLED Stock Holding History

Bouvel Investment Partners’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
2025 Q2	–	Sell	-5,781	Closed	-$1.21M	–	88
2025 Q1	$1.21M	Buy	+5,781	New	+$864K	0.46%	59
2024 Q4	–	Sell	-5,781	Closed	-$1.21M	–	83
2024 Q3	$1.21M	Sell	5,781 -89	-2%	-$18K	0.46%	59
2024 Q2	$1.23M	Buy	5,870 +6	+0.1%	+$1.05K	0.48%	57
2024 Q1	$988K	Buy	5,864 +36	+0.6%	+$6.26K	0.43%	64
2023 Q4	$1.11M	Buy	5,828 +201	+4%	+$33.2K	0.52%	63
2023 Q3	$883K	Buy	+5,627	New	+$855K	0.48%	64
2022 Q3	–	Sell	-4,936	Closed	-$499K	–	69
2022 Q2	$499K	Buy	4,936 +61	+1%	+$7.85K	0.38%	60
2022 Q1	$814K	Sell	4,875 -5	-0.1%	-$776	0.5%	58
2021 Q4	$805K	Sell	4,880 -79	-2%	-$13K	0.45%	60
2021 Q3	$848K	Sell	4,959 -79	-2%	-$16.4K	0.48%	61
2021 Q2	$1.12M	Buy	5,038 +49	+1%	+$10.7K	0.63%	60
2021 Q1	$1.18M	Buy	4,989 +9	+0.2%	+$2.08K	0.76%	58
2020 Q4	$1.14M	Buy	+4,980	New	+$1.06M	0.81%	56

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Bouvel Investment Partners's OLED Position: Q2 2025 in Review

Bouvel Investment Partners sold out of Universal Display (OLED) in Q2 2025, closing a stake of 5,781 shares — an estimated $1.21M sold.

Bouvel Investment Partners first reported a position in OLED in Q4 2020 and held it in 13 quarters. The position peaked at $1.23M in Q2 2024. 491 funds tracked by Wall St. Rank hold OLED as of Q2 2025.

Bouvel Investment Partners reported no remaining Universal Display position as of Q2 2025 after selling out during the quarter.
Bouvel Investment Partners sold 5,781 Universal Display shares in Q2 2025, an estimated $1.21M.
Bouvel Investment Partners first reported a position in Universal Display in Q4 2020 and held it in 13 quarters.
Bouvel Investment Partners's Universal Display position peaked at $1.23M in Q2 2024.
491 funds tracked by Wall St. Rank held Universal Display as of Q2 2025.

Based on Bouvel Investment Partners's 13F filing for Q2 2025, filed 11 Jul 2025.