LWM
ORCL icon

Lionsbridge Wealth Management’s Oracle ORCL Stock Holding History

Lionsbridge Wealth 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
Q1 		– Sell
-248
Closed -$13K – 235
2019
Q4 		$13K Buy
+248
New +$13.7K 0.01% 108

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

Lionsbridge Wealth Management's ORCL Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Oracle (ORCL) in Q1 2020, closing a stake of 248 shares — an estimated $13K sold.

Lionsbridge Wealth Management first reported a position in ORCL in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 1,798 funds tracked by Wall St. Rank hold ORCL as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Oracle position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 248 Oracle shares in Q1 2020, an estimated $13K.
  • Lionsbridge Wealth Management first reported a position in Oracle in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Oracle position peaked at $13K in Q4 2019.
  • 1,798 funds tracked by Wall St. Rank held Oracle as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.