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Jupiter Investment Management’s Oracle ORCL Stock Holding History

Jupiter Investment 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
2020
Q2 		$78.2M Buy
1,415,643
+1,121,891
+382% +$59.4M 1.25% 15
2020
Q1 		$14.2M Sell
293,752
-1,393,223
-83% -$71.9M 0.28% 95
2019
Q4 		$89.4M Buy
1,686,975
+665,888
+65% +$36.7M 1.24% 13
2019
Q3 		$56.2M Sell
1,021,087
-14,053
-1% -$776K 0.73% 37
2019
Q2 		$59M Sell
1,035,140
-1,742,974
-63% -$94.3M 0.6% 57
2019
Q1 		$149M Buy
2,778,114
+1,470,265
+112% +$74.9M 1.38% 27
2018
Q4 		$59M Buy
+1,307,849
New +$62.7M 0.52% 64
2018
Q3 		– Sell
-81,671
Closed -$3.6M – 425
2018
Q2 		$3.6M Sell
81,671
-1,909
-2% -$88K 0.03% 224
2018
Q1 		$3.82M Sell
83,580
-20,363
-20% -$1.01M 0.03% 207
2017
Q4 		$4.91M Buy
103,943
+13,444
+15% +$659K 0.05% 186
2017
Q3 		$4.38M Buy
90,499
+6,751
+8% +$336K 0.05% 173
2017
Q2 		$4.2M Buy
83,748
+52,879
+171% +$2.41M 0.05% 188
2017
Q1 		$1.38M Sell
30,869
-9,600
-24% -$400K 0.02% 221
2016
Q4 		$1.56M Buy
40,469
+9,367
+30% +$366K 0.03% 200
2016
Q3 		$1.22M Sell
31,102
-1,091,642
-97% -$44.5M 0.02% 230
2016
Q2 		$46M Buy
1,122,744
+1,101,346
+5,147% +$44M 0.86% 36
2016
Q1 		$875K Buy
+21,398
New +$792K 0.02% 318
2015
Q3 		– Sell
-27,700
Closed -$1.12M – 391
2015
Q2 		$1.12M Buy
27,700
+1,249
+5% +$54.2K 0.03% 166
2015
Q1 		$1.14M Buy
+26,451
New +$1.15M 0.04% 221
2014
Q4 		– Sell
-4,070
Closed -$155K – 389
2014
Q3 		$155K Sell
4,070
-55,230
-93% -$2.24M 0.01% 290
2014
Q2 		$2.4M Buy
+59,300
New +$2.44M 0.13% 159
2014
Q1 		– Sell
-35,700
Closed -$1.36M – 395
2013
Q4 		$1.36M Buy
+35,700
New +$1.23M 0.12% 199

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 $544B AUM 28.31% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jupiter Investment Management's ORCL Position: Q2 2020 in Review

Jupiter Investment Management increased its Oracle (ORCL) stake by 382% in Q2 2020, buying an estimated $59.4M and bringing the position to 1,415,643 shares worth $78.2M. The position accounts for 1.25% of the portfolio, ranked #15.

Jupiter Investment Management first reported a position in ORCL in Q4 2013 and has held it in 22 quarters since. The position peaked at $149M in Q1 2019. 1,822 funds tracked by Wall St. Rank hold ORCL as of Q2 2020.

  • Jupiter Investment Management held 1,415,643 shares of Oracle worth $78.2M as of Q2 2020.
  • Jupiter Investment Management bought 1,121,891 Oracle shares in Q2 2020, an estimated $59.4M.
  • Oracle made up 1.25% of Jupiter Investment Management's portfolio in Q2 2020, its #15 holding.
  • Jupiter Investment Management first reported a position in Oracle in Q4 2013 and has held it in 22 quarters since.
  • Jupiter Investment Management's Oracle position peaked at $149M in Q1 2019.
  • 1,822 funds tracked by Wall St. Rank held Oracle as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.