GS
ORCL icon

Girard Securities’s Oracle ORCL Stock Holding History

Girard Securities’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
2017
Q1 		– Sell
-6,431
Closed -$247K – 177
2016
Q4 		$247K Buy
6,431
+165
+3% +$6.45K 0.21% 136
2016
Q3 		$246K Buy
6,266
+705
+13% +$28.7K 0.25% 121
2016
Q2 		$228K Buy
5,561
+300
+6% +$12K 0.21% 130
2016
Q1 		$216K Buy
+5,261
New +$195K 0.21% 129

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Girard Securities's ORCL Position: Q1 2017 in Review

Girard Securities sold out of Oracle (ORCL) in Q1 2017, closing a stake of 6,431 shares — an estimated $247K sold.

Girard Securities first reported a position in ORCL in Q1 2016 and held it in 4 quarters. The position peaked at $247K in Q4 2016. 1,573 funds tracked by Wall St. Rank hold ORCL as of Q1 2017.

  • Girard Securities reported no remaining Oracle position as of Q1 2017 after selling out during the quarter.
  • Girard Securities sold 6,431 Oracle shares in Q1 2017, an estimated $247K.
  • Girard Securities first reported a position in Oracle in Q1 2016 and held it in 4 quarters.
  • Girard Securities's Oracle position peaked at $247K in Q4 2016.
  • 1,573 funds tracked by Wall St. Rank held Oracle as of Q1 2017.

Based on Girard Securities's 13F filing for Q1 2017, filed 15 May 2017.