Orion Capital Management’s Universal Display OLED Stock Holding History

Orion Capital 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
2025 Q1	–	Sell	-200	Closed	-$29.2K	–	491
2024 Q4	$29.2K	Buy	+200	New	+$35.6K	0.01%	286
2024 Q3	–	Sell	-200	Closed	-$42K	–	336
2024 Q2	$42K	Hold	200	–	–	0.02%	250
2024 Q1	$33.7K	Hold	200	–	–	0.02%	288
2023 Q4	$38.3K	Hold	200	–	–	0.02%	271
2023 Q3	$31.4K	Buy	+200	New	+$30.4K	0.02%	276
2023 Q2	–	Sell	-200	Closed	-$31K	–	341
2023 Q1	$31K	Hold	200	–	–	0.02%	269
2022 Q4	$21.6K	Hold	200	–	–	0.02%	261
2022 Q3	$19K	Hold	200	–	–	0.02%	271
2022 Q2	$20K	Hold	200	–	–	0.02%	264
2022 Q1	$33K	Hold	200	–	–	0.02%	237
2021 Q4	$33K	Hold	200	–	–	0.02%	225
2021 Q3	$34K	Hold	200	–	–	0.02%	215
2021 Q2	$44K	Hold	200	–	–	0.03%	184
2021 Q1	$47K	Hold	200	–	–	0.03%	170
2020 Q4	$46K	Buy	+200	New	+$42.7K	0.03%	159

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

Orion Capital Management's OLED Position: Q1 2025 in Review

Orion Capital Management sold out of Universal Display (OLED) in Q1 2025, closing a stake of 200 shares — an estimated $29.2K sold.

Orion Capital Management first reported a position in OLED in Q4 2020 and held it in 15 quarters. The position peaked at $47K in Q1 2021. 479 funds tracked by Wall St. Rank hold OLED as of Q1 2025.

Orion Capital Management reported no remaining Universal Display position as of Q1 2025 after selling out during the quarter.
Orion Capital Management sold 200 Universal Display shares in Q1 2025, an estimated $29.2K.
Orion Capital Management first reported a position in Universal Display in Q4 2020 and held it in 15 quarters.
Orion Capital Management's Universal Display position peaked at $47K in Q1 2021.
479 funds tracked by Wall St. Rank held Universal Display as of Q1 2025.

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