GMO (Jeremy Grantham) — OLED Trade History
Quarter-by-quarter changes in the UNIVERSAL DISPLAY CORP position · CUSIP 91347P105
Currently held · 4 YearsFirst seen: 2022 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Add | 157,897 | 5,843 | +3.8% | $13.7M | 0.03% |
| 2026 Q1 | 2026-05-14 | Add | 152,054 | 2,128 | +1.4% | $13.9M | 0.04% |
| 2025 Q4 | 2026-02-17 | Reduce | 149,926 | -114,514 | -43.3% | $17.5M | 0.04% |
| 2025 Q3 | 2025-11-13 | Add | 264,440 | 2,471 | +0.9% | $38.0M | 0.11% |
| 2025 Q2 | 2025-08-13 | Reduce | 261,969 | -16,304 | -5.9% | $40.5M | 0.12% |
| 2025 Q1 | 2025-05-14 | Add | 278,273 | 106,632 | +62.1% | $38.8M | 0.12% |
| 2024 Q4 | 2025-02-13 | Add | 171,641 | 83,865 | +95.5% | $25.1M | 0.08% |
| 2024 Q3 | 2024-11-13 | Add | 87,776 | 8,607 | +10.9% | $18.4M | 0.06% |
| 2024 Q2 | 2024-08-13 | Add | 79,169 | 16,019 | +25.4% | $16.6M | 0.06% |
| 2024 Q1 | 2024-05-14 | Add | 63,150 | 28,677 | +83.2% | $10.6M | 0.04% |
| 2023 Q4 | 2024-02-13 | Reduce | 34,473 | -1,183 | -3.3% | $6.6M | 0.03% |
| 2023 Q3 | 2023-11-13 | Add | 35,656 | 10,062 | +39.3% | $5.6M | 0.03% |
| 2023 Q2 | 2023-08-14 | Reduce | 25,594 | -18,665 | -42.2% | $3.7M | 0.02% |
| 2023 Q1 | 2023-05-12 | Reduce | 44,259 | -3,741 | -7.8% | $6.9M | 0.04% |
| 2022 Q4 | 2023-02-13 | Reduce | 48,000 | -36,287 | -43.1% | $5.2M | 0.03% |
| 2022 Q3 | 2022-11-10 | New | 84,287 | 84,287 | — | $8.0M | 0.05% |
| 2022 Q2 | 2022-08-12 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-12 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-13 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-13 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.