Whittier Trust’s Universal Display OLED Stock Holding History

Whittier Trust’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 Q3	–	Sell	-196	Closed	-$30.3K	–	1542
2025 Q2	$30.3K	Buy	+196	New	+$27.4K	﹤0.01%	1044
2024 Q4	–	Sell	-11	Closed	-$2.31K	–	1589
2024 Q3	$2.31K	Buy	+11	New	+$2.23K	﹤0.01%	1444
2024 Q1	–	Sell	-1,000	Closed	-$191K	–	1545
2023 Q4	$191K	Buy	+1,000	New	+$165K	﹤0.01%	650
2020 Q2	–	Sell	-10	Closed	-$1K	–	1471
2020 Q1	$1K	Sell	10 -259	-96%	-$44.5K	﹤0.01%	1409
2019 Q4	$55K	Hold	269	–	–	﹤0.01%	827
2019 Q3	$45K	Hold	269	–	–	﹤0.01%	858
2019 Q2	$51K	Hold	269	–	–	﹤0.01%	797
2019 Q1	$41K	Sell	269 -1,386	-84%	-$171K	﹤0.01%	823
2018 Q4	$155K	Sell	1,655 -17,350	-91%	-$1.75M	0.01%	547
2018 Q3	$2.24M	Buy	19,005 +78	+0.4%	+$8.57K	0.07%	215
2018 Q2	$1.63M	Buy	18,927 +1,308	+7%	+$125K	0.05%	239
2018 Q1	$1.78M	Buy	17,619 +4,533	+35%	+$681K	0.06%	227
2017 Q4	$2.26M	Buy	13,086 +3,707	+40%	+$591K	0.08%	206
2017 Q3	$1.21M	Buy	+9,379	New	+$1.13M	0.04%	263

Other funds holding OLED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return