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Dunvegan Associates’s Oracle ORCL Stock Holding History

Dunvegan Associates’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
2015
Q4 		$18K Hold
500
– – 0.02% 140
2015
Q3 		$18K Hold
500
– – 0.02% 141
2015
Q2 		$20K Hold
500
– – 0.02% 133
2015
Q1 		$22K Hold
500
– – 0.02% 138
2014
Q4 		$22K Hold
500
– – 0.02% 137
2014
Q3 		$19K Hold
500
– – 0.02% 135
2014
Q2 		$20K Hold
500
– – 0.02% 135
2014
Q1 		$20K Buy
+500
New +$19K 0.02% 140

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State Street
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LTI
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BIT
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Bank of New York Mellon
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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