AIM
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Assured Investment Management’s Oracle ORCL Stock Holding History

Assured 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
2013
Q3 		– Sell
-297
Closed -$131K – 239
2013
Q2 		$131K Buy
+297
New +$9.85K 0.01% 163

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Assured Investment Management's ORCL Position: Q4 2018 in Review

Assured Investment Management sold out of Oracle (ORCL) in Q4 2018, closing a stake of 282 shares — an estimated $15K sold.

Assured Investment Management first reported a position in ORCL in Q1 2014 and held it in 15 quarters. The position peaked at $7.48M in Q4 2017. 1,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2018.

  • Assured Investment Management reported no remaining Oracle position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 282 Oracle shares in Q4 2018, an estimated $15K.
  • Assured Investment Management first reported a position in Oracle in Q1 2014 and held it in 15 quarters.
  • Assured Investment Management's Oracle position peaked at $7.48M in Q4 2017.
  • 1,770 funds tracked by Wall St. Rank held Oracle as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.