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Financial Advisors’s Oracle ORCL Stock Holding History

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
2021
Q1 		– Sell
-5,182
Closed -$335K – 82
2020
Q4 		$335K Buy
5,182
+800
+18% +$47.6K 0.15% 54
2020
Q3 		$262K Hold
4,382
– – 0.14% 57
2020
Q2 		$242K Sell
4,382
-74
-2% -$3.92K 0.13% 57
2020
Q1 		$215K Hold
4,456
– – 0.15% 55
2019
Q4 		$236K Hold
4,456
– – 0.13% 57
2019
Q3 		$245K Hold
4,456
– – 0.15% 54
2019
Q2 		$254K Buy
4,456
+74
+2% +$4K 0.16% 55
2019
Q1 		$235K Buy
+4,382
New +$223K 0.16% 57

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Financial Advisors's ORCL Position: Q1 2021 in Review

Financial Advisors sold out of Oracle (ORCL) in Q1 2021, closing a stake of 5,182 shares — an estimated $335K sold.

Financial Advisors first reported a position in ORCL in Q1 2019 and held it in 8 quarters. The position peaked at $335K in Q4 2020. 2,042 funds tracked by Wall St. Rank hold ORCL as of Q1 2021.

  • Financial Advisors reported no remaining Oracle position as of Q1 2021 after selling out during the quarter.
  • Financial Advisors sold 5,182 Oracle shares in Q1 2021, an estimated $335K.
  • Financial Advisors first reported a position in Oracle in Q1 2019 and held it in 8 quarters.
  • Financial Advisors's Oracle position peaked at $335K in Q4 2020.
  • 2,042 funds tracked by Wall St. Rank held Oracle as of Q1 2021.

Based on Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.