J.M. Hartwell’s Oracle ORCL Stock Holding History

J.M. Hartwell’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
2013 Q3	–	Sell	-107,555	Closed	-$3.3M	–	102
2013 Q2	$3.3M	Buy	+107,555	New	+$3.57M	0.8%	25

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

BIT

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

J.M. Hartwell's ORCL Position: Q3 2013 in Review

J.M. Hartwell sold out of Oracle (ORCL) in Q3 2013, closing a stake of 107,555 shares — an estimated $3.3M sold.

J.M. Hartwell first reported a position in ORCL in Q2 2013 and held it in 1 quarter. The position peaked at $3.3M in Q2 2013. 1,357 funds tracked by Wall St. Rank hold ORCL as of Q3 2013.

J.M. Hartwell reported no remaining Oracle position as of Q3 2013 after selling out during the quarter.
J.M. Hartwell sold 107,555 Oracle shares in Q3 2013, an estimated $3.3M.
J.M. Hartwell first reported a position in Oracle in Q2 2013 and held it in 1 quarter.
J.M. Hartwell's Oracle position peaked at $3.3M in Q2 2013.
1,357 funds tracked by Wall St. Rank held Oracle as of Q3 2013.

Based on J.M. Hartwell's 13F filing for Q3 2013, filed 23 Oct 2013.