OLED Universal Display (OLED)

Ownership history in Curbstone Financial Management Corp  ·  9 quarters on record

AI Ownership Summary

Curbstone Financial Management Corp reported Universal Display (OLED) (OLED) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.13% in 2024 Q3. The latest visible filing shows OLED at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OLED ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Curbstone Financial Management Corp's position in Universal Display (OLED), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OLED was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Curbstone Financial Management Corp held OLED — position size vs. price
% of Fund (quarterly)    OLED price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 2,810 0% 0.08% $404K 2025-10-15 $140.94
2025 Q2 REDUCED 2,810 -70 -2.4% 0.09% $434K 2025-07-29 $145.79
2025 Q1 ADDED 2,880 +70 +2.5% 0.08% $402K 2025-04-15 $114.76
2024 Q4 UNCHANGED 2,810 0% 0.09% $411K 2025-01-22 $145.44
2024 Q3 ADDED 2,810 +200 +7.7% 0.13% $590K 2024-10-03 $203.82
2024 Q2 UNCHANGED 2,610 0% 0.12% $549K 2024-07-03 $213.07
2024 Q1 UNCHANGED 2,610 0% 0.09% $440K 2024-04-09 $163.27
2023 Q4 UNCHANGED 2,610 0% 0.11% $499K 2024-01-08 $174.74
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Curbstone Financial Management Corp and OLED

These are the practical questions this page is built to answer before you even open the full history table.

How long has Curbstone Financial Management Corp reported owning OLED?

Curbstone Financial Management Corp reported OLED across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported OLED position in Curbstone Financial Management Corp's portfolio?

The largest reported portfolio weight for OLED was 0.13% in 2024 Q3.

What is the latest reported OLED position on this page?

The most recent filing on this page is 2025 Q3, when Curbstone Financial Management Corp reported 2,810 shares, equal to 0.08% of portfolio, with an estimated market value of $404K.

What does the chart on this OLED ownership page compare?

The chart compares Curbstone Financial Management Corp's quarterly OLED portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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