GWM
ORCL icon

Gupta Wealth Management’s Oracle ORCL Stock Holding History

Gupta Wealth 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
2016
Q1 		$184K Sell
4,509
-1,390
-24% -$51.4K 0.04% 257
2015
Q4 		$215K Buy
5,899
+623
+12% +$23.8K 0.05% 241
2015
Q3 		$191K Sell
5,276
-497
-9% -$19.1K 0.05% 258
2015
Q2 		$233K Sell
5,773
-2,109
-27% -$91.5K 0.06% 236
2015
Q1 		$340K Buy
+7,882
New +$342K 0.1% 160

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's ORCL Position: Q1 2016 in Review

Gupta Wealth Management reduced its Oracle (ORCL) stake by 24% in Q1 2016, selling an estimated $51.4K and leaving 4,509 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #257.

Gupta Wealth Management first reported a position in ORCL in Q1 2015 and has held it in 5 quarters since. The position peaked at $340K in Q1 2015. 1,522 funds tracked by Wall St. Rank hold ORCL as of Q1 2016.

  • Gupta Wealth Management held 4,509 shares of Oracle worth $184K as of Q1 2016.
  • Gupta Wealth Management sold 1,390 Oracle shares in Q1 2016, an estimated $51.4K.
  • Oracle made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #257 holding.
  • Gupta Wealth Management first reported a position in Oracle in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Oracle position peaked at $340K in Q1 2015.
  • 1,522 funds tracked by Wall St. Rank held Oracle as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.