Brian C. Broderick’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,160
| Closed | -$230K | – | 90 |
|
|
2020
Q2 | $230K | Sell |
4,160
-3,125
| -43% | -$166K | 0.08% | 78 |
|
|
2020
Q1 | $353K | Sell |
7,285
-1,875
| -20% | -$96.8K | 0.14% | 63 |
|
|
2019
Q4 | $485K | Sell |
9,160
-1,750
| -16% | -$96.3K | 0.16% | 63 |
|
|
2019
Q3 | $601K | Sell |
10,910
-1,150
| -10% | -$63.5K | 0.21% | 59 |
|
|
2019
Q2 | $687K | Sell |
12,060
-6,875
| -36% | -$372K | 0.24% | 56 |
|
|
2019
Q1 | $1.02M | Sell |
18,935
-10,400
| -35% | -$530K | 0.36% | 53 |
|
|
2018
Q4 | $1.32M | Sell |
29,335
-21,821
| -43% | -$1.05M | 0.56% | 48 |
|
|
2018
Q3 | $2.64M | Sell |
51,156
-4,809
| -9% | -$234K | 0.89% | 40 |
|
|
2018
Q2 | $2.47M | Sell |
55,965
-8,256
| -13% | -$380K | 0.9% | 39 |
|
|
2018
Q1 | $2.94M | Sell |
64,221
-1,150
| -2% | -$57.2K | 1.1% | 38 |
|
|
2017
Q4 | $3.09M | Sell |
65,371
-18,135
| -22% | -$890K | 1.13% | 34 |
|
|
2017
Q3 | $4.04M | Sell |
83,506
-2,625
| -3% | -$131K | 1.46% | 28 |
|
|
2017
Q2 | $4.32M | Sell |
86,131
-8,751
| -9% | -$399K | 1.6% | 25 |
|
|
2017
Q1 | $4.23M | Sell |
94,882
-3,985
| -4% | -$166K | 1.73% | 24 |
|
|
2016
Q4 | $3.8M | Sell |
98,867
-650
| -0.7% | -$25.4K | 1.65% | 24 |
|
|
2016
Q3 | $3.91M | Sell |
99,517
-3,001
| -3% | -$122K | 1.67% | 23 |
|
|
2016
Q2 | $4.2M | Buy |
102,518
+60
| +0.1% | +$2.4K | 1.77% | 21 |
|
|
2016
Q1 | $4.19M | Buy |
102,458
+320
| +0.3% | +$11.8K | 1.81% | 20 |
|
|
2015
Q4 | $3.73M | Buy |
102,138
+2,100
| +2% | +$80.2K | 1.67% | 20 |
|
|
2015
Q3 | $3.61M | Buy |
100,038
+450
| +0.5% | +$17.3K | 1.67% | 20 |
|
|
2015
Q2 | $4.01M | Sell |
99,588
-1,868
| -2% | -$81K | 1.71% | 22 |
|
|
2015
Q1 | $4.38M | Buy |
101,456
+3,109
| +3% | +$135K | 1.82% | 20 |
|
|
2014
Q4 | $4.42M | Buy |
98,347
+1,746
| +2% | +$71.1K | 1.87% | 17 |
|
|
2014
Q3 | $3.7M | Buy |
96,601
+25
| +0% | +$1.01K | 1.65% | 23 |
|
|
2014
Q2 | $3.91M | Buy |
96,576
+395
| +0.4% | +$16.3K | 1.79% | 21 |
|
|
2014
Q1 | $3.94M | Buy |
96,181
+4,596
| +5% | +$175K | 1.93% | 18 |
|
|
2013
Q4 | $3.5M | Sell |
91,585
-1,160
| -1% | -$39.9K | 1.74% | 20 |
|
|
2013
Q3 | $3.08M | Buy |
92,745
+790
| +0.9% | +$25.6K | 1.72% | 19 |
|
|
2013
Q2 | $2.82M | Buy |
+91,955
| New | +$3.05M | 1.69% | 19 |
|
Other funds holding ORCL
Brian C. Broderick's ORCL Position: Q3 2020 in Review
Brian C. Broderick sold out of Oracle (ORCL) in Q3 2020, closing a stake of 4,160 shares — an estimated $230K sold.
Brian C. Broderick first reported a position in ORCL in Q2 2013 and held it in 29 quarters. The position peaked at $4.42M in Q4 2014. 1,870 funds tracked by Wall St. Rank hold ORCL as of Q3 2020.
- Brian C. Broderick reported no remaining Oracle position as of Q3 2020 after selling out during the quarter.
- Brian C. Broderick sold 4,160 Oracle shares in Q3 2020, an estimated $230K.
- Brian C. Broderick first reported a position in Oracle in Q2 2013 and held it in 29 quarters.
- Brian C. Broderick's Oracle position peaked at $4.42M in Q4 2014.
- 1,870 funds tracked by Wall St. Rank held Oracle as of Q3 2020.
Based on Brian C. Broderick's 13F filing for Q3 2020, filed 28 Oct 2020.