Clarfeld Financial Advisors’s Oracle ORCL Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$39K	Buy	+870	New	+$41.7K	0.03%	116

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Clarfeld Financial Advisors's ORCL Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Oracle (ORCL) in Q4 2018: 870 shares worth $39K. The stake represents 0.03% of the portfolio and ranks #116 among its holdings.

1,771 funds tracked by Wall St. Rank hold ORCL as of Q4 2018.

Clarfeld Financial Advisors held 870 shares of Oracle worth $39K as of Q4 2018.
Oracle was a new Clarfeld Financial Advisors position in Q4 2018.
Oracle made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #116 holding.
1,771 funds tracked by Wall St. Rank held Oracle as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.