FAM
ORCL icon

Foresters Asset Management’s Oracle ORCL Stock Holding History

Foresters Asset 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
2018
Q4 		– Sell
-6,000
Closed -$309K – 58
2018
Q3 		$309K Sell
6,000
-2,300
-28% -$112K 0.1% 30
2018
Q2 		$482K Hold
8,300
– – 0.17% 29
2018
Q1 		$429K Hold
8,300
– – 0.32% 27
2017
Q4 		$504K Buy
8,300
+4,500
+118% +$221K 0.2% 29
2017
Q3 		$230K Buy
+3,800
New +$189K 0.09% 64

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

Foresters Asset Management's ORCL Position: Q4 2018 in Review

Foresters Asset Management sold out of Oracle (ORCL) in Q4 2018, closing a stake of 6,000 shares — an estimated $309K sold.

Foresters Asset Management first reported a position in ORCL in Q3 2017 and held it in 5 quarters. The position peaked at $504K in Q4 2017. 1,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2018.

  • Foresters Asset Management reported no remaining Oracle position as of Q4 2018 after selling out during the quarter.
  • Foresters Asset Management sold 6,000 Oracle shares in Q4 2018, an estimated $309K.
  • Foresters Asset Management first reported a position in Oracle in Q3 2017 and held it in 5 quarters.
  • Foresters Asset Management's Oracle position peaked at $504K in Q4 2017.
  • 1,770 funds tracked by Wall St. Rank held Oracle as of Q4 2018.

Based on Foresters Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.