KLC
ORCL icon

Knowledge Leaders Capital’s Oracle ORCL Stock Holding History

Knowledge Leaders Capital’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
Q3 		– Sell
-126,150
Closed -$5.08M – 38
2015
Q2 		$5.08M Buy
+126,150
New +$5.47M 1.89% 31

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Knowledge Leaders Capital's ORCL Position: Q3 2015 in Review

Knowledge Leaders Capital sold out of Oracle (ORCL) in Q3 2015, closing a stake of 126,150 shares — an estimated $5.08M sold.

Knowledge Leaders Capital first reported a position in ORCL in Q2 2015 and held it in 1 quarter. The position peaked at $5.08M in Q2 2015. 1,457 funds tracked by Wall St. Rank hold ORCL as of Q3 2015.

  • Knowledge Leaders Capital reported no remaining Oracle position as of Q3 2015 after selling out during the quarter.
  • Knowledge Leaders Capital sold 126,150 Oracle shares in Q3 2015, an estimated $5.08M.
  • Knowledge Leaders Capital first reported a position in Oracle in Q2 2015 and held it in 1 quarter.
  • Knowledge Leaders Capital's Oracle position peaked at $5.08M in Q2 2015.
  • 1,457 funds tracked by Wall St. Rank held Oracle as of Q3 2015.

Based on Knowledge Leaders Capital's 13F filing for Q3 2015, filed 13 Oct 2015.