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EFG Asset Management’s Universal Display OLED Stock Holding History

EFG Asset Management’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
-7,170
Closed -$1.51M – 193
2024
Q3 		$1.51M Sell
7,170
-1,721
-19% -$349K 0.25% 165
2024
Q2 		$1.87M Buy
8,891
+42
+0.5% +$7.38K 0.32% 122
2024
Q1 		$1.49M Buy
8,849
+500
+6% +$87K 0.26% 157
2023
Q4 		$1.6M Buy
8,349
+1,212
+17% +$200K 0.3% 134
2023
Q3 		$1.12M Buy
+7,137
New +$1.08M 0.27% 133

Other funds holding OLED

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

EFG Asset Management's OLED Position: Q4 2024 in Review

EFG Asset Management sold out of Universal Display (OLED) in Q4 2024, closing a stake of 7,170 shares — an estimated $1.51M sold.

EFG Asset Management first reported a position in OLED in Q3 2023 and held it in 5 quarters. The position peaked at $1.87M in Q2 2024. 495 funds tracked by Wall St. Rank hold OLED as of Q4 2024.

  • EFG Asset Management reported no remaining Universal Display position as of Q4 2024 after selling out during the quarter.
  • EFG Asset Management sold 7,170 Universal Display shares in Q4 2024, an estimated $1.51M.
  • EFG Asset Management first reported a position in Universal Display in Q3 2023 and held it in 5 quarters.
  • EFG Asset Management's Universal Display position peaked at $1.87M in Q2 2024.
  • 495 funds tracked by Wall St. Rank held Universal Display as of Q4 2024.

Based on EFG Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.