FGC
ORCL icon

Financial Gravity Companies’s Oracle ORCL Stock Holding History

Financial Gravity Companies’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 		$92K Buy
+1,807
New +$86.6K 0.08% 215
2018
Q1 		$130K Buy
2,869
+990
+53% +$49.2K 0.13% 160
2017
Q4 		$97K Buy
+1,879
New +$92.2K 0.11% 180

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Financial Gravity Companies's ORCL Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Oracle (ORCL) in Q4 2018: 1,807 shares worth $92K. The stake represents 0.08% of the portfolio and ranks #215 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ORCL as recently as Q1 2018.

Financial Gravity Companies first reported a position in ORCL in Q4 2017 and has held it in 3 quarters since. The position peaked at $130K in Q1 2018. 1,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2018.

  • Financial Gravity Companies held 1,807 shares of Oracle worth $92K as of Q4 2018.
  • Oracle was a new Financial Gravity Companies position in Q4 2018.
  • Oracle made up 0.08% of Financial Gravity Companies's portfolio in Q4 2018, its #215 holding.
  • Financial Gravity Companies first reported a position in Oracle in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Oracle position peaked at $130K in Q1 2018.
  • 1,770 funds tracked by Wall St. Rank held Oracle as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.