Capstone Financial Group’s Oracle ORCL Stock Holding History

Capstone Financial Group’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 Q3	–	Sell	-1,000	Closed	-$56K	–	168
2020 Q2	$56K	Buy	+1,000	New	+$53K	0.05%	117

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capstone Financial Group's ORCL Position: Q3 2020 in Review

Capstone Financial Group sold out of Oracle (ORCL) in Q3 2020, closing a stake of 1,000 shares — an estimated $56K sold.

Capstone Financial Group first reported a position in ORCL in Q2 2020 and held it in 1 quarter. The position peaked at $56K in Q2 2020. 1,870 funds tracked by Wall St. Rank hold ORCL as of Q3 2020.

Capstone Financial Group reported no remaining Oracle position as of Q3 2020 after selling out during the quarter.
Capstone Financial Group sold 1,000 Oracle shares in Q3 2020, an estimated $56K.
Capstone Financial Group first reported a position in Oracle in Q2 2020 and held it in 1 quarter.
Capstone Financial Group's Oracle position peaked at $56K in Q2 2020.
1,870 funds tracked by Wall St. Rank held Oracle as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.