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Hugh Johnson Advisors’s Oracle ORCL Stock Holding History

Hugh Johnson 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
2017
Q3 		– Sell
-4,233
Closed -$212K – 96
2017
Q2 		$212K Buy
+4,233
New +$193K 0.07% 93
2014
Q4 		– Sell
-141,801
Closed -$5.43M – 96
2014
Q3 		$5.43M Buy
141,801
+3,055
+2% +$124K 1.94% 16
2014
Q2 		$5.62M Sell
138,746
-696
-0.5% -$28.6K 2.06% 13
2014
Q1 		$5.71M Sell
139,442
-1,384
-1% -$52.7K 2.15% 14
2013
Q4 		$5.39M Sell
140,826
-1,258
-0.9% -$43.2K 2.12% 14
2013
Q3 		$4.71M Sell
142,084
-33,975
-19% -$1.1M 2% 16
2013
Q2 		$5.41M Buy
+176,059
New +$5.84M 2.47% 14

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Hugh Johnson Advisors's ORCL Position: Q3 2017 in Review

Hugh Johnson Advisors sold out of Oracle (ORCL) in Q3 2017, closing a stake of 4,233 shares — an estimated $212K sold.

Hugh Johnson Advisors first reported a position in ORCL in Q2 2013 and held it in 7 quarters. The position peaked at $5.71M in Q1 2014. 1,641 funds tracked by Wall St. Rank hold ORCL as of Q3 2017.

  • Hugh Johnson Advisors reported no remaining Oracle position as of Q3 2017 after selling out during the quarter.
  • Hugh Johnson Advisors sold 4,233 Oracle shares in Q3 2017, an estimated $212K.
  • Hugh Johnson Advisors first reported a position in Oracle in Q2 2013 and held it in 7 quarters.
  • Hugh Johnson Advisors's Oracle position peaked at $5.71M in Q1 2014.
  • 1,641 funds tracked by Wall St. Rank held Oracle as of Q3 2017.

Based on Hugh Johnson Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.