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OLED · CSCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • OLED
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterOLEDCSCO
Q3 20207 holders, $905m27 holders, $12.0bn
Q4 20208 holders, $924m30 holders, $14.3bn
Q1 20217 holders, $663m30 holders, $16.3bn
Q2 20218 holders, $544m26 holders, $16.2bn
Q3 20217 holders, $324m28 holders, $17.4bn
Q4 20216 holders, $261m25 holders, $19.0bn
Q1 20226 holders, $198m32 holders, $15.9bn
Q2 20227 holders, $81m33 holders, $11.8bn
Q3 20228 holders, $114m36 holders, $11.2bn
Q4 20226 holders, $216m36 holders, $38.3bn
Q1 20238 holders, $360m25 holders, $13.5bn
Q2 20236 holders, $302m26 holders, $13.2bn
Q3 20237 holders, $360m33 holders, $14.2bn
Q4 202310 holders, $858m26 holders, $12.5bn
Q1 20248 holders, $498m30 holders, $12.6bn
Q2 20248 holders, $964m31 holders, $12.2bn
Q3 20247 holders, $399m27 holders, $13.7bn
Q4 20245 holders, $194m38 holders, $17.6bn
Q1 20256 holders, $180m33 holders, $18.1bn
Q2 20255 holders, $97m31 holders, $17.6bn
Q3 20256 holders, $162m25 holders, $16.3bn
Q4 20255 holders, $100m25 holders, $26.5bn
Q1 20267 holders, $230m28 holders, $31.9bn
Q2 20268 holders, $263m32 holders, $49.1bn
OLED

Universal Display Corp

Holders
6
Reported value
$180m
Buyers
3
Sellers
3

Breadth 0 among 95 comparable managers.

CSCO

Cisco Sys Inc

Holders
33
Reported value
$18.1bn
Buyers
20
Sellers
14

Breadth +6 among 95 comparable managers.

Who holds both, Q1 2025

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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