SVB Wealth’s Universal Display OLED Stock Holding History

SVB Wealth’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	-356	Closed	-$49.7K	–	1251
2025 Q1	$49.7K	Buy	+356	New	+$53.2K	﹤0.01%	544
2021 Q1	–	Sell	-875	Closed	-$201K	–	954
2020 Q4	$201K	Buy	+875	New	+$187K	﹤0.01%	746
2020 Q1	–	Sell	-1,275	Closed	-$263K	–	659
2019 Q4	$263K	Buy	1,275 +25	+2%	+$4.72K	﹤0.01%	519
2019 Q3	$210K	Sell	1,250 -600	-32%	-$120K	﹤0.01%	486
2019 Q2	$348K	Sell	1,850 -2,249	-55%	-$374K	0.01%	425
2019 Q1	$626K	Sell	4,099 -200	-5%	-$24.7K	0.02%	271
2018 Q4	$402K	Hold	4,299	–	–	0.02%	314
2018 Q3	$507K	Hold	4,299	–	–	0.02%	330
2018 Q2	$370K	Buy	4,299 +50	+1%	+$4.77K	0.01%	360
2018 Q1	$429K	Buy	4,249 +100	+2%	+$15K	0.02%	354
2017 Q4	$716K	Buy	4,149 +1	+0%	+$159	0.03%	307
2017 Q3	$535K	Hold	4,148	–	–	0.02%	340
2017 Q2	$453K	Sell	4,148 -999	-19%	-$105K	0.02%	367
2017 Q1	$443K	Buy	+5,147	New	+$370K	0.02%	369

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Primecap Management

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

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

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