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What smart money is saying about Universal Display Corp.United States flag

OLED

No fund has written a full thesis on Universal Display Corp. in our archive, but 3 fund letters report a position in it — most recently Hardman Johnston Global Equity (Hardman Johnston Global Advisors) in June 2026.

3
Reported positions
0
Bought
1
Sold
3
Letters

Position history

Between Q1 2026 and Q2 2026, 3 fund letters reported a position in Universal Display Corp.1 trimmed or exited.

Fund letters reporting a position in Universal Display Corp., by quarter
QuarterLettersBoughtSoldTheses
Q2 20261010
Q1 20262000

Fund activity · 3 positions · 1 move

  • ExitedHardman Johnston Global Equity (Hardman Johnston Global Advisors)
    June 2026
    We fully liquidated our investments in Commerzbank AG, Meta Platforms Inc. Class A, and Universal Display Corp.
    Read the letterUniversal Display Corp.
  • HoldsHardman Johnston Large Cap Equity
    March 2026
    Finally, Universal Display Corporation continued to lag.
    Read the letterUniversal Display Corp.
  • HoldsHardman Johnston Select Equity
    March 2026
    Universal Display Corp. United States 1.5 Semiconductors & Semiconductor Equipment
    Read the letterUniversal Display Corp.

Read the letters behind these Universal Display Corp. positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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