Epoch Investment Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-43,316
| Closed | -$7.38M | – | 360 |
|
|
2024
Q3 | $7.38M | Buy |
43,316
+1,571
| +4% | +$228K | 0.03% | 211 |
|
|
2024
Q2 | $5.89M | Buy |
41,745
+1,377
| +3% | +$171K | 0.03% | 217 |
|
|
2024
Q1 | $5.07M | Sell |
40,368
-2,819
| -7% | -$323K | 0.02% | 272 |
|
|
2023
Q4 | $4.55M | Buy |
43,187
+2,997
| +7% | +$327K | 0.02% | 285 |
|
|
2023
Q3 | $4.26M | Sell |
40,190
-122
| -0.3% | -$14.1K | 0.03% | 291 |
|
|
2023
Q2 | $4.8M | Sell |
40,312
-1,512
| -4% | -$156K | 0.03% | 299 |
|
|
2023
Q1 | $3.89M | Buy |
41,824
+122
| +0.3% | +$10.7K | 0.02% | 300 |
|
|
2022
Q4 | $3.41M | Sell |
41,702
-1,529
| -4% | -$116K | 0.02% | 297 |
|
|
2022
Q3 | $2.64M | Sell |
43,231
-5,605
| -11% | -$410K | 0.02% | 316 |
|
|
2022
Q2 | $3.41M | Sell |
48,836
-1,657
| -3% | -$121K | 0.02% | 317 |
|
|
2022
Q1 | $4.18M | Buy |
+50,493
| New | +$4.09M | 0.02% | 317 |
|
|
2019
Q3 | – | Sell |
-228,374
| Closed | -$13M | – | 292 |
|
|
2019
Q2 | $13M | Sell |
228,374
-15,081
| -6% | -$816K | 0.06% | 177 |
|
|
2019
Q1 | $13.1M | Sell |
243,455
-6,145
| -2% | -$313K | 0.06% | 191 |
|
|
2018
Q4 | $11.3M | Sell |
249,600
-16,055
| -6% | -$769K | 0.05% | 209 |
|
|
2018
Q3 | $13.7M | Sell |
265,655
-12,130
| -4% | -$589K | 0.05% | 208 |
|
|
2018
Q2 | $12.2K | Sell |
277,785
-22,165
| -7% | -$1.02M | 0.04% | 218 |
|
|
2018
Q1 | $13.7M | Sell |
299,950
-16,463
| -5% | -$818K | 0.05% | 210 |
|
|
2017
Q4 | $15M | Sell |
316,413
-10,740
| -3% | -$527K | 0.05% | 208 |
|
|
2017
Q3 | $15.8M | Sell |
327,153
-8,221
| -2% | -$409K | 0.05% | 206 |
|
|
2017
Q2 | $16.8M | Sell |
335,374
-6,516,430
| -95% | -$297M | 0.06% | 202 |
|
|
2017
Q1 | $306M | Buy |
6,851,804
+135,815
| +2% | +$5.66M | 1.02% | 31 |
|
|
2016
Q4 | $258M | Sell |
6,715,989
-3,785,606
| -36% | -$148M | 0.97% | 37 |
|
|
2016
Q3 | $413M | Sell |
10,501,595
-625,135
| -6% | -$25.5M | 1.54% | 15 |
|
|
2016
Q2 | $455M | Sell |
11,126,730
-296,657
| -3% | -$11.8M | 1.71% | 9 |
|
|
2016
Q1 | $467M | Buy |
11,423,387
+2,192,290
| +24% | +$81.1M | 1.77% | 9 |
|
|
2015
Q4 | $337M | Sell |
9,231,097
-921,380
| -9% | -$35.2M | 1.33% | 22 |
|
|
2015
Q3 | $367M | Sell |
10,152,477
-2,303,690
| -18% | -$88.6M | 1.42% | 18 |
|
|
2015
Q2 | $502M | Buy |
12,456,167
+891,268
| +8% | +$38.7M | 1.86% | 9 |
|
|
2015
Q1 | $499M | Sell |
11,564,899
-344,680
| -3% | -$14.9M | 1.87% | 6 |
|
|
2014
Q4 | $536M | Buy |
11,909,579
+1,878,550
| +19% | +$76.4M | 1.93% | 9 |
|
|
2014
Q3 | $384M | Sell |
10,031,029
-18,155
| -0.2% | -$735K | 1.49% | 15 |
|
|
2014
Q2 | $407M | Sell |
10,049,184
-386,255
| -4% | -$15.9M | 1.59% | 14 |
|
|
2014
Q1 | $427M | Buy |
10,435,439
+4,091,566
| +64% | +$156M | 1.72% | 10 |
|
|
2013
Q4 | $243M | Sell |
6,343,873
-819,650
| -11% | -$28.2M | 1.03% | 25 |
|
|
2013
Q3 | $238M | Sell |
7,163,523
-26,086
| -0.4% | -$846K | 1.06% | 21 |
|
|
2013
Q2 | $221M | Buy |
+7,189,609
| New | +$239M | 1.1% | 23 |
|
Other funds holding ORCL
Epoch Investment Partners's ORCL Position: Q4 2024 in Review
Epoch Investment Partners sold out of Oracle (ORCL) in Q4 2024, closing a stake of 43,316 shares — an estimated $7.38M sold.
Epoch Investment Partners first reported a position in ORCL in Q2 2013 and held it in 36 quarters. The position peaked at $536M in Q4 2014. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.
- Epoch Investment Partners reported no remaining Oracle position as of Q4 2024 after selling out during the quarter.
- Epoch Investment Partners sold 43,316 Oracle shares in Q4 2024, an estimated $7.38M.
- Epoch Investment Partners first reported a position in Oracle in Q2 2013 and held it in 36 quarters.
- Epoch Investment Partners's Oracle position peaked at $536M in Q4 2014.
- 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.
Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.