IEQ Capital’s Universal Display OLED Stock Holding History

IEQ Capital’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 Q1	–	Sell	-7,237	Closed	-$1.06M	–	1698
2024 Q4	$1.06M	Buy	7,237 +2,839	+65%	+$506K	0.01%	644
2024 Q3	$923K	Buy	4,398 +3,063	+229%	+$621K	0.01%	563
2024 Q2	$281K	Buy	1,335 +25	+2%	+$4.4K	﹤0.01%	814
2024 Q1	$221K	Buy	1,310 +32	+3%	+$5.57K	﹤0.01%	860
2023 Q4	$244K	Sell	1,278 -30	-2%	-$4.96K	﹤0.01%	786
2023 Q3	$205K	Buy	+1,308	New	+$199K	﹤0.01%	833
2023 Q2	–	Sell	-1,329	Closed	-$206K	–	950
2023 Q1	$206K	Buy	+1,329	New	+$179K	﹤0.01%	816

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IEQ Capital's OLED Position: Q1 2025 in Review

IEQ Capital sold out of Universal Display (OLED) in Q1 2025, closing a stake of 7,237 shares — an estimated $1.06M sold.

IEQ Capital first reported a position in OLED in Q1 2023 and held it in 7 quarters. The position peaked at $1.06M in Q4 2024. 479 funds tracked by Wall St. Rank hold OLED as of Q1 2025.

IEQ Capital reported no remaining Universal Display position as of Q1 2025 after selling out during the quarter.
IEQ Capital sold 7,237 Universal Display shares in Q1 2025, an estimated $1.06M.
IEQ Capital first reported a position in Universal Display in Q1 2023 and held it in 7 quarters.
IEQ Capital's Universal Display position peaked at $1.06M in Q4 2024.
479 funds tracked by Wall St. Rank held Universal Display as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.