LifePlan Financial Group’s Oracle ORCL Stock Holding History

LifePlan Financial Group’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 Q3	$82K	Hold	1,377	–	–	0.04%	207
2020 Q2	$76K	Hold	1,377	–	–	0.03%	205
2020 Q1	$67K	Sell	1,377 -700	-34%	-$36.1K	0.04%	200
2019 Q4	$110K	Buy	2,077 +100	+5%	+$5.5K	0.05%	175
2019 Q3	$109K	Hold	1,977	–	–	0.05%	172
2019 Q2	$113K	Hold	1,977	–	–	0.05%	168
2019 Q1	$106K	Buy	1,977 +217	+12%	+$11.1K	0.06%	178
2018 Q4	$79K	Hold	1,760	–	–	0.05%	193
2018 Q3	$91K	Hold	1,760	–	–	0.05%	192
2018 Q2	$78K	Hold	1,760	–	–	0.04%	195
2018 Q1	$81K	Buy	+1,760	New	+$87.5K	0.05%	181
2014 Q2	–	Sell	-3,990	Closed	-$163K	–	165
2014 Q1	$163K	Sell	3,990 -337	-8%	-$12.8K	0.13%	71
2013 Q4	$166K	Hold	4,327	–	–	0.11%	68
2013 Q3	$144K	Hold	4,327	–	–	0.12%	57
2013 Q2	$133K	Buy	+4,327	New	+$144K	0.15%	47

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifePlan Financial Group's ORCL Position: Q3 2020 in Review

LifePlan Financial Group held its Oracle (ORCL) position steady in Q3 2020 at 1,377 shares worth $82K. The position accounts for 0.04% of the portfolio, ranked #207.

LifePlan Financial Group first reported a position in ORCL in Q2 2013 and has held it in 15 quarters since. The position peaked at $166K in Q4 2013. 1,870 funds tracked by Wall St. Rank hold ORCL as of Q3 2020.

LifePlan Financial Group held 1,377 shares of Oracle worth $82K as of Q3 2020.
LifePlan Financial Group left its Oracle share count unchanged in Q3 2020.
Oracle made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #207 holding.
LifePlan Financial Group first reported a position in Oracle in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Oracle position peaked at $166K in Q4 2013.
1,870 funds tracked by Wall St. Rank held Oracle as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.