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AIA Investment Management’s Oracle ORCL Stock Holding History

AIA Investment Management’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$1.89M Buy
31,623
+25,598
+425% +$1.45M 0.43% 54
2020
Q2 		$333K Buy
6,025
+437
+8% +$23.1K 0.08% 94
2020
Q1 		$270K Hold
5,588
– – 0.06% 82
2019
Q4 		$296K Sell
5,588
-630
-10% -$34.7K 0.38% 38
2019
Q3 		$342K Buy
+6,218
New +$343K 0.34% 41

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIA Investment Management's ORCL Position: Q3 2020 in Review

AIA Investment Management increased its Oracle (ORCL) stake by 425% in Q3 2020, buying an estimated $1.45M and bringing the position to 31,623 shares worth $1.89M. The position accounts for 0.43% of the portfolio, ranked #54.

AIA Investment Management first reported a position in ORCL in Q3 2019 and has held it in 5 quarters since. 1,870 funds tracked by Wall St. Rank hold ORCL as of Q3 2020.

  • AIA Investment Management held 31,623 shares of Oracle worth $1.89M as of Q3 2020.
  • AIA Investment Management bought 25,598 Oracle shares in Q3 2020, an estimated $1.45M.
  • Oracle made up 0.43% of AIA Investment Management's portfolio in Q3 2020, its #54 holding.
  • AIA Investment Management first reported a position in Oracle in Q3 2019 and has held it in 5 quarters since.
  • 1,870 funds tracked by Wall St. Rank held Oracle as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.