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DC Investments Management’s Oracle ORCL Stock Holding History

DC Investments 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
Q3 		– Sell
-6,805
Closed -$376K – 226
2020
Q2 		$376K Sell
6,805
-4,100
-38% -$217K 0.14% 104
2020
Q1 		$527K Buy
10,905
+2,666
+32% +$138K 0.43% 64
2019
Q4 		$437K Sell
8,239
-337
-4% -$18.6K 0.33% 153
2019
Q3 		$472K Buy
8,576
+1,800
+27% +$99.4K 0.27% 148
2019
Q2 		$386K Buy
+6,776
New +$367K 0.22% 197

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DC Investments Management's ORCL Position: Q3 2020 in Review

DC Investments Management sold out of Oracle (ORCL) in Q3 2020, closing a stake of 6,805 shares — an estimated $376K sold.

DC Investments Management first reported a position in ORCL in Q2 2019 and held it in 5 quarters. The position peaked at $527K in Q1 2020. 1,870 funds tracked by Wall St. Rank hold ORCL as of Q3 2020.

  • DC Investments Management reported no remaining Oracle position as of Q3 2020 after selling out during the quarter.
  • DC Investments Management sold 6,805 Oracle shares in Q3 2020, an estimated $376K.
  • DC Investments Management first reported a position in Oracle in Q2 2019 and held it in 5 quarters.
  • DC Investments Management's Oracle position peaked at $527K in Q1 2020.
  • 1,870 funds tracked by Wall St. Rank held Oracle as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.