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Arbor Wealth Management (Florida)’s Oracle ORCL Stock Holding History

Arbor Wealth Management (Florida)’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
2019
Q3 		– Sell
-453
Closed -$26K – 152
2019
Q2 		$26K Buy
453
+139
+44% +$7.52K 0.01% 102
2019
Q1 		$17K Sell
314
-19
-6% -$968 0.01% 118
2018
Q4 		$15K Buy
+333
New +$16K 0.01% 108

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Arbor Wealth Management (Florida)'s ORCL Position: Q3 2019 in Review

Arbor Wealth Management (Florida) sold out of Oracle (ORCL) in Q3 2019, closing a stake of 453 shares — an estimated $26K sold.

Arbor Wealth Management (Florida) first reported a position in ORCL in Q4 2018 and held it in 3 quarters. The position peaked at $26K in Q2 2019. 1,796 funds tracked by Wall St. Rank hold ORCL as of Q3 2019.

  • Arbor Wealth Management (Florida) reported no remaining Oracle position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management (Florida) sold 453 Oracle shares in Q3 2019, an estimated $26K.
  • Arbor Wealth Management (Florida) first reported a position in Oracle in Q4 2018 and held it in 3 quarters.
  • Arbor Wealth Management (Florida)'s Oracle position peaked at $26K in Q2 2019.
  • 1,796 funds tracked by Wall St. Rank held Oracle as of Q3 2019.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q3 2019, filed 6 Nov 2019.