Ameritas Investment Company’s Oracle ORCL Stock Holding History

Ameritas Investment Company’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
2021 Q3	$2.54M	Buy	29,181 +19,909	+215%	+$1.76M	0.12%	146
2021 Q2	$2.27M	Sell	9,272 -5,923	-39%	-$464K	0.11%	158
2021 Q1	$1.07M	Buy	15,195 +6,538	+76%	+$423K	0.09%	210
2020 Q4	$560K	Buy	8,657 +3,843	+80%	+$229K	0.11%	204
2020 Q3	$266K	Hold	4,814	–	–	0.08%	258
2020 Q2	$266K	Sell	4,814 -12,781	-73%	-$677K	0.08%	264
2020 Q1	$865K	Buy	17,595 +13,624	+343%	+$703K	0.14%	129
2019 Q4	$210K	Sell	3,971 -7,813	-66%	-$430K	0.04%	324
2019 Q3	$648K	Buy	+11,784	New	+$651K	0.13%	145
2019 Q2	–	Sell	-21,131	Closed	-$1.14M	–	662
2019 Q1	$1.14M	Sell	21,131 -35,347	-63%	-$1.8M	0.21%	94
2018 Q4	$2.55M	Buy	+56,478	New	+$2.71M	0.55%	40

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Investment Company's ORCL Position: Q3 2021 in Review

Ameritas Investment Company increased its Oracle (ORCL) stake by 215% in Q3 2021, buying an estimated $1.76M and bringing the position to 29,181 shares worth $2.54M. The position accounts for 0.12% of the portfolio, ranked #146.

Ameritas Investment Company first reported a position in ORCL in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.55M in Q4 2018. 2,106 funds tracked by Wall St. Rank hold ORCL as of Q3 2021.

Ameritas Investment Company held 29,181 shares of Oracle worth $2.54M as of Q3 2021.
Ameritas Investment Company bought 19,909 Oracle shares in Q3 2021, an estimated $1.76M.
Oracle made up 0.12% of Ameritas Investment Company's portfolio in Q3 2021, its #146 holding.
Ameritas Investment Company first reported a position in Oracle in Q4 2018 and has held it in 11 quarters since.
Ameritas Investment Company's Oracle position peaked at $2.55M in Q4 2018.
2,106 funds tracked by Wall St. Rank held Oracle as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.