KCM
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Karp Capital Management’s Oracle ORCL Stock Holding History

Karp Capital 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
2019
Q1 		– Sell
-26
Closed -$1K – 292
2018
Q4 		$1K Buy
+26
New +$1.25K ﹤0.01% 374
2015
Q4 		– Sell
-318
Closed -$11K – 230
2015
Q3 		$11K Hold
318
– – 0.01% 260
2015
Q2 		$13K Buy
+318
New +$13.8K 0.01% 279
2015
Q1 		– Sell
-80
Closed -$4K – 377
2014
Q4 		$4K Buy
+80
New +$3.26K ﹤0.01% 311

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Karp Capital Management's ORCL Position: Q1 2019 in Review

Karp Capital Management sold out of Oracle (ORCL) in Q1 2019, closing a stake of 26 shares — an estimated $1K sold.

Karp Capital Management first reported a position in ORCL in Q4 2014 and held it in 4 quarters. The position peaked at $13K in Q2 2015. 1,803 funds tracked by Wall St. Rank hold ORCL as of Q1 2019.

  • Karp Capital Management reported no remaining Oracle position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 26 Oracle shares in Q1 2019, an estimated $1K.
  • Karp Capital Management first reported a position in Oracle in Q4 2014 and held it in 4 quarters.
  • Karp Capital Management's Oracle position peaked at $13K in Q2 2015.
  • 1,803 funds tracked by Wall St. Rank held Oracle as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.