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Johanson Financial Advisors’s Oracle ORCL Stock Holding History

Johanson 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 		– Sell
-555
Closed -$29.4K – 193
2019
Q4 		$29.4K Buy
+555
New +$30.6K 0.01% 195

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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 $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Johanson Financial Advisors sold out of Oracle (ORCL) in Q1 2020, closing a stake of 555 shares — an estimated $29.4K sold.

Johanson Financial Advisors first reported a position in ORCL in Q4 2019 and held it in 1 quarter. The position peaked at $29.4K in Q4 2019. 1,798 funds tracked by Wall St. Rank hold ORCL as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Oracle position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 555 Oracle shares in Q1 2020, an estimated $29.4K.
  • Johanson Financial Advisors first reported a position in Oracle in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Oracle position peaked at $29.4K in Q4 2019.
  • 1,798 funds tracked by Wall St. Rank held Oracle as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.