Insight Capital Research & Management’s Oracle ORCL Stock Holding History

Insight Capital Research & 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 Q4	–	Sell	-48,112	Closed	-$1.74M	–	114
2015 Q3	$1.74M	Buy	48,112 +6	+0%	+$231	0.53%	75
2015 Q2	$1.94M	Sell	48,106 -203	-0.4%	-$8.8K	0.51%	76
2015 Q1	$2.08M	Buy	48,309 +20	+0%	+$867	0.52%	84
2014 Q4	$2.17M	Sell	48,289 -303	-0.6%	-$12.3K	0.56%	79
2014 Q3	$1.86M	Buy	48,592 +390	+0.8%	+$15.8K	0.48%	73
2014 Q2	$1.95M	Buy	+48,202	New	+$1.98M	0.45%	77
2013 Q4	–	Sell	-38,552	Closed	-$1.29M	–	162
2013 Q3	$1.29M	Sell	38,552 -11,495	-23%	-$373K	0.31%	89
2013 Q2	$1.54M	Buy	+50,047	New	+$1.66M	0.4%	83

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Insight Capital Research & Management's ORCL Position: Q4 2015 in Review

Insight Capital Research & Management sold out of Oracle (ORCL) in Q4 2015, closing a stake of 48,112 shares — an estimated $1.74M sold.

Insight Capital Research & Management first reported a position in ORCL in Q2 2013 and held it in 8 quarters. The position peaked at $2.17M in Q4 2014. 1,491 funds tracked by Wall St. Rank hold ORCL as of Q4 2015.

Insight Capital Research & Management reported no remaining Oracle position as of Q4 2015 after selling out during the quarter.
Insight Capital Research & Management sold 48,112 Oracle shares in Q4 2015, an estimated $1.74M.
Insight Capital Research & Management first reported a position in Oracle in Q2 2013 and held it in 8 quarters.
Insight Capital Research & Management's Oracle position peaked at $2.17M in Q4 2014.
1,491 funds tracked by Wall St. Rank held Oracle as of Q4 2015.

Based on Insight Capital Research & Management's 13F filing for Q4 2015, filed 8 Feb 2016.