Lehman Financial Resources’s Oracle ORCL Stock Holding History

Lehman Financial Resources’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
2018 Q3	$297K	Buy	+5,770	New	+$280K	0.14%	69
2015 Q4	–	Sell	-3,350	Closed	-$121K	–	251
2015 Q3	$121K	Hold	3,350	–	–	0.06%	77
2015 Q2	$135K	Hold	3,350	–	–	0.07%	73
2015 Q1	$145K	Hold	3,350	–	–	0.07%	77
2014 Q4	$151K	Hold	3,350	–	–	0.07%	76
2014 Q3	$128K	Hold	3,350	–	–	0.07%	76
2014 Q2	$136K	Buy	3,350 +200	+6%	+$8.23K	0.06%	73
2014 Q1	$129K	Hold	3,150	–	–	0.07%	75
2013 Q4	$121K	Hold	3,150	–	–	0.07%	77
2013 Q3	$104K	Hold	3,150	–	–	0.07%	75
2013 Q2	$97K	Buy	+3,150	New	+$105K	0.07%	73

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

Lehman Financial Resources's ORCL Position: Q3 2018 in Review

Lehman Financial Resources opened a new position in Oracle (ORCL) in Q3 2018: 5,770 shares worth $297K. The stake represents 0.14% of the portfolio and ranks #69 among its holdings. This is a return to the name: Lehman Financial Resources previously reported a position in ORCL as recently as Q3 2015.

Lehman Financial Resources first reported a position in ORCL in Q2 2013 and has held it in 11 quarters since. 1,708 funds tracked by Wall St. Rank hold ORCL as of Q3 2018.

Lehman Financial Resources held 5,770 shares of Oracle worth $297K as of Q3 2018.
Oracle was a new Lehman Financial Resources position in Q3 2018.
Oracle made up 0.14% of Lehman Financial Resources's portfolio in Q3 2018, its #69 holding.
Lehman Financial Resources first reported a position in Oracle in Q2 2013 and has held it in 11 quarters since.
1,708 funds tracked by Wall St. Rank held Oracle as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.