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Bell Rock Capital’s Oracle ORCL Stock Holding History

Bell Rock Capital’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
Q1 		– Sell
-28
Closed -$1K – 221
2019
Q4 		$1K Hold
28
– – ﹤0.01% 369
2019
Q3 		$1K Hold
28
– – ﹤0.01% 348
2019
Q2 		$1K Hold
28
– – ﹤0.01% 360
2019
Q1 		$1K Hold
28
– – ﹤0.01% 403
2018
Q4 		$1K Buy
+28
New +$1.34K ﹤0.01% 415

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bell Rock Capital's ORCL Position: Q1 2020 in Review

Bell Rock Capital sold out of Oracle (ORCL) in Q1 2020, closing a stake of 28 shares — an estimated $1K sold.

Bell Rock Capital first reported a position in ORCL in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 1,798 funds tracked by Wall St. Rank hold ORCL as of Q1 2020.

  • Bell Rock Capital reported no remaining Oracle position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 28 Oracle shares in Q1 2020, an estimated $1K.
  • Bell Rock Capital first reported a position in Oracle in Q4 2018 and held it in 5 quarters.
  • Bell Rock Capital's Oracle position peaked at $1K in Q4 2019.
  • 1,798 funds tracked by Wall St. Rank held Oracle as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.