Westfield Capital Management’s Universal Display OLED Stock Holding History

Westfield 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
2024 Q4	–	Sell	-3,020	Closed	-$634K	–	265
2024 Q3	$634K	Sell	3,020 -162,463	-98%	-$32.9M	﹤0.01%	232
2024 Q2	$34.8M	Buy	165,483 +42,711	+35%	+$7.51M	0.17%	163
2024 Q1	$20.7M	Sell	122,772 -36,381	-23%	-$6.33M	0.11%	182
2023 Q4	$30.4M	Sell	159,153 -18,151	-10%	-$3M	0.18%	171
2023 Q3	$27.8M	Sell	177,304 -32,699	-16%	-$4.97M	0.19%	159
2023 Q2	$30.3M	Buy	210,003 +18,998	+10%	+$2.72M	0.19%	150
2023 Q1	$29.6M	Buy	+191,005	New	+$25.7M	0.21%	150
2018 Q2	–	Sell	-80,392	Closed	-$8.12M	–	266
2018 Q1	$8.12M	Buy	+80,392	New	+$12.1M	0.06%	205

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Westfield Capital Management's OLED Position: Q4 2024 in Review

Westfield Capital Management sold out of Universal Display (OLED) in Q4 2024, closing a stake of 3,020 shares — an estimated $634K sold.

Westfield Capital Management first reported a position in OLED in Q1 2018 and held it in 8 quarters. The position peaked at $34.8M in Q2 2024. 493 funds tracked by Wall St. Rank hold OLED as of Q4 2024.

Westfield Capital Management reported no remaining Universal Display position as of Q4 2024 after selling out during the quarter.
Westfield Capital Management sold 3,020 Universal Display shares in Q4 2024, an estimated $634K.
Westfield Capital Management first reported a position in Universal Display in Q1 2018 and held it in 8 quarters.
Westfield Capital Management's Universal Display position peaked at $34.8M in Q2 2024.
493 funds tracked by Wall St. Rank held Universal Display as of Q4 2024.

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