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Fund Evaluation Group’s Oracle ORCL Stock Holding History

Fund Evaluation Group’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
-44,241
Closed -$2.28M – 70
2018
Q3 		$2.28M Sell
44,241
-12,250
-22% -$595K 0.38% 19
2018
Q2 		$2.49M Hold
56,491
– – 0.4% 18
2018
Q1 		$2.58M Sell
56,491
-23,949
-30% -$1.19M 0.29% 19
2017
Q4 		$3.8M Buy
+80,440
New +$3.95M 0.41% 14

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 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 $59.9B AUM 27.01% 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

Fund Evaluation Group's ORCL Position: Q4 2018 in Review

Fund Evaluation Group sold out of Oracle (ORCL) in Q4 2018, closing a stake of 44,241 shares — an estimated $2.28M sold.

Fund Evaluation Group first reported a position in ORCL in Q4 2017 and held it in 4 quarters. The position peaked at $3.8M in Q4 2017. 1,771 funds tracked by Wall St. Rank hold ORCL as of Q4 2018.

  • Fund Evaluation Group reported no remaining Oracle position as of Q4 2018 after selling out during the quarter.
  • Fund Evaluation Group sold 44,241 Oracle shares in Q4 2018, an estimated $2.28M.
  • Fund Evaluation Group first reported a position in Oracle in Q4 2017 and held it in 4 quarters.
  • Fund Evaluation Group's Oracle position peaked at $3.8M in Q4 2017.
  • 1,771 funds tracked by Wall St. Rank held Oracle as of Q4 2018.

Based on Fund Evaluation Group's 13F filing for Q4 2018, filed 12 Feb 2019.