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Gyrus Investment Management’s Oracle ORCL Stock Holding History

Gyrus Investment 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
2015
Q2 		– Sell
-165,559
Closed -$7.14M – 61
2015
Q1 		$7.14M Buy
165,559
+5,550
+3% +$241K 1.18% 28
2014
Q4 		$7.2M Sell
160,009
-8,345
-5% -$340K 1.19% 30
2014
Q3 		$6.45M Buy
168,354
+24,125
+17% +$977K 1.13% 38
2014
Q2 		$5.85M Buy
144,229
+4,325
+3% +$178K 1.05% 41
2014
Q1 		$6.32M Buy
139,904
+16,775
+14% +$639K 1.1% 38
2013
Q4 		$5M Sell
123,129
-23,625
-16% -$812K 1.05% 39
2013
Q3 		$5M Sell
146,754
-5,156
-3% -$167K 1.1% 40
2013
Q2 		$4.92M Buy
+151,910
New +$5.04M 1.11% 39

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 $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gyrus Investment Management's ORCL Position: Q2 2015 in Review

Gyrus Investment Management sold out of Oracle (ORCL) in Q2 2015, closing a stake of 165,559 shares — an estimated $7.14M sold.

Gyrus Investment Management first reported a position in ORCL in Q2 2013 and held it in 8 quarters. The position peaked at $7.2M in Q4 2014. 1,535 funds tracked by Wall St. Rank hold ORCL as of Q2 2015.

  • Gyrus Investment Management reported no remaining Oracle position as of Q2 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 165,559 Oracle shares in Q2 2015, an estimated $7.14M.
  • Gyrus Investment Management first reported a position in Oracle in Q2 2013 and held it in 8 quarters.
  • Gyrus Investment Management's Oracle position peaked at $7.2M in Q4 2014.
  • 1,535 funds tracked by Wall St. Rank held Oracle as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.