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Calvert Investment Management’s Oracle ORCL Stock Holding History

Calvert 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
2017
Q1 		– Sell
-392,676
Closed -$15.1M – 429
2016
Q4 		$15.1M Sell
392,676
-14,116
-3% -$552K 0.56% 38
2016
Q3 		$16M Sell
406,792
-21,299
-5% -$868K 0.59% 34
2016
Q2 		$17.5M Buy
428,091
+46,205
+12% +$1.85M 0.7% 28
2016
Q1 		$15.6M Buy
381,886
+217,588
+132% +$8.05M 0.69% 34
2015
Q4 		$6M Buy
164,298
+43,309
+36% +$1.65M 0.27% 72
2015
Q3 		$4.37M Buy
120,989
+6,369
+6% +$245K 0.22% 106
2015
Q2 		$4.62M Buy
+114,620
New +$4.97M 0.2% 112

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Calvert Investment Management's ORCL Position: Q1 2017 in Review

Calvert Investment Management sold out of Oracle (ORCL) in Q1 2017, closing a stake of 392,676 shares — an estimated $15.1M sold.

Calvert Investment Management first reported a position in ORCL in Q2 2015 and held it in 7 quarters. The position peaked at $17.5M in Q2 2016. 1,573 funds tracked by Wall St. Rank hold ORCL as of Q1 2017.

  • Calvert Investment Management reported no remaining Oracle position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 392,676 Oracle shares in Q1 2017, an estimated $15.1M.
  • Calvert Investment Management first reported a position in Oracle in Q2 2015 and held it in 7 quarters.
  • Calvert Investment Management's Oracle position peaked at $17.5M in Q2 2016.
  • 1,573 funds tracked by Wall St. Rank held Oracle as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.