Blue Chip Wealth Management’s Oracle ORCL Stock Holding History

Blue Chip Wealth 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 Q1	–	Sell	-5,485	Closed	-$291K	–	100
2019 Q4	$291K	Sell	5,485 -1	-0%	-$55	0.27%	81
2019 Q3	$302K	Hold	5,486	–	–	0.32%	72
2019 Q2	$313K	Sell	5,486 -326	-6%	-$17.6K	0.33%	69
2019 Q1	$312K	Sell	5,812 -9	-0.2%	-$459	0.35%	68
2018 Q4	$263K	Sell	5,821 -839	-13%	-$40.2K	0.35%	74
2018 Q3	$343K	Sell	6,660 -999	-13%	-$48.5K	0.35%	70
2018 Q2	$337K	Buy	7,659 +61	+0.8%	+$2.81K	0.37%	71
2018 Q1	$348K	Buy	+7,598	New	+$378K	0.36%	65

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Blue Chip Wealth Management's ORCL Position: Q1 2020 in Review

Blue Chip Wealth Management sold out of Oracle (ORCL) in Q1 2020, closing a stake of 5,485 shares — an estimated $291K sold.

Blue Chip Wealth Management first reported a position in ORCL in Q1 2018 and held it in 8 quarters. The position peaked at $348K in Q1 2018. 1,798 funds tracked by Wall St. Rank hold ORCL as of Q1 2020.

Blue Chip Wealth Management reported no remaining Oracle position as of Q1 2020 after selling out during the quarter.
Blue Chip Wealth Management sold 5,485 Oracle shares in Q1 2020, an estimated $291K.
Blue Chip Wealth Management first reported a position in Oracle in Q1 2018 and held it in 8 quarters.
Blue Chip Wealth Management's Oracle position peaked at $348K in Q1 2018.
1,798 funds tracked by Wall St. Rank held Oracle as of Q1 2020.

Based on Blue Chip Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.