Lee, Danner & Bass’s Universal Display OLED Stock Holding History

Lee, Danner & Bass’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	-85	Closed	-$12.4K	–	563
2024 Q4	$12.4K	Buy	+85	New	+$15.1K	﹤0.01%	512

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

Lee, Danner & Bass's OLED Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Universal Display (OLED) in Q1 2025, closing a stake of 85 shares — an estimated $12.4K sold.

Lee, Danner & Bass first reported a position in OLED in Q4 2024 and held it in 1 quarter. The position peaked at $12.4K in Q4 2024. 479 funds tracked by Wall St. Rank hold OLED as of Q1 2025.

Lee, Danner & Bass reported no remaining Universal Display position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 85 Universal Display shares in Q1 2025, an estimated $12.4K.
Lee, Danner & Bass first reported a position in Universal Display in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Universal Display position peaked at $12.4K in Q4 2024.
479 funds tracked by Wall St. Rank held Universal Display as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.