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Fulcrum Capital’s Oracle ORCL Stock Holding History

Fulcrum Capital’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
2020
Q1 		– Sell
-4,010
Closed -$212K – 68
2019
Q4 		$212K Hold
4,010
– – 0.07% 71
2019
Q3 		$221K Buy
4,010
+410
+11% +$22.6K 0.08% 69
2019
Q2 		$205K Sell
3,600
-700
-16% -$37.9K 0.08% 58
2019
Q1 		$231K Buy
+4,300
New +$219K 0.09% 59

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fulcrum Capital's ORCL Position: Q1 2020 in Review

Fulcrum Capital sold out of Oracle (ORCL) in Q1 2020, closing a stake of 4,010 shares — an estimated $212K sold.

Fulcrum Capital first reported a position in ORCL in Q1 2019 and held it in 4 quarters. The position peaked at $231K in Q1 2019. 1,798 funds tracked by Wall St. Rank hold ORCL as of Q1 2020.

  • Fulcrum Capital reported no remaining Oracle position as of Q1 2020 after selling out during the quarter.
  • Fulcrum Capital sold 4,010 Oracle shares in Q1 2020, an estimated $212K.
  • Fulcrum Capital first reported a position in Oracle in Q1 2019 and held it in 4 quarters.
  • Fulcrum Capital's Oracle position peaked at $231K in Q1 2019.
  • 1,798 funds tracked by Wall St. Rank held Oracle as of Q1 2020.

Based on Fulcrum Capital's 13F filing for Q1 2020, filed 1 May 2020.