HFA
ORCL icon

Huber Financial Advisors’s Oracle ORCL Stock Holding History

Huber Financial Advisors’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 		$228K Buy
4,722
+53
+1% +$2.73K 0.09% 104
2019
Q4 		$247K Hold
4,669
– – 0.09% 107
2019
Q3 		$257K Sell
4,669
-519
-10% -$28.7K 0.1% 102
2019
Q2 		$296K Sell
5,188
-499
-9% -$27K 0.13% 87
2019
Q1 		$305K Buy
+5,687
New +$290K 0.15% 87
2018
Q2 		– Sell
-4,644
Closed -$212K – 99
2018
Q1 		$212K Buy
+4,644
New +$231K 0.21% 87

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 $609B AUM 40.19% 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 $59.9B AUM 27.01% 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 $315B AUM 27.84% 1-Year Est. Return

Huber Financial Advisors's ORCL Position: Q1 2020 in Review

Huber Financial Advisors increased its Oracle (ORCL) stake by 1.1% in Q1 2020, buying an estimated $2.73K and bringing the position to 4,722 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #104.

Huber Financial Advisors first reported a position in ORCL in Q1 2018 and has held it in 6 quarters since. The position peaked at $305K in Q1 2019. 1,799 funds tracked by Wall St. Rank hold ORCL as of Q1 2020.

  • Huber Financial Advisors held 4,722 shares of Oracle worth $228K as of Q1 2020.
  • Huber Financial Advisors bought 53 Oracle shares in Q1 2020, an estimated $2.73K.
  • Oracle made up 0.09% of Huber Financial Advisors's portfolio in Q1 2020, its #104 holding.
  • Huber Financial Advisors first reported a position in Oracle in Q1 2018 and has held it in 6 quarters since.
  • Huber Financial Advisors's Oracle position peaked at $305K in Q1 2019.
  • 1,799 funds tracked by Wall St. Rank held Oracle as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.