MacNealy Hoover Investment Management’s Oracle ORCL Stock Holding History

MacNealy Hoover Investment 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 Q3	$205K	Sell	3,720 -317	-8%	-$17.5K	0.17%	67
2019 Q2	$230K	Sell	4,037 -1,000	-20%	-$54.1K	0.17%	68
2019 Q1	$271K	Buy	5,037 +237	+5%	+$12.1K	0.21%	67
2018 Q4	$217K	Sell	4,800 -350	-7%	-$16.8K	0.19%	67
2018 Q3	$266K	Hold	5,150	–	–	0.2%	66
2018 Q2	$227K	Hold	5,150	–	–	0.18%	69
2018 Q1	$236K	Sell	5,150 -2,000	-28%	-$99.4K	0.19%	66
2017 Q4	$338K	Hold	7,150	–	–	0.24%	65
2017 Q3	$346K	Hold	7,150	–	–	0.25%	64
2017 Q2	$359K	Hold	7,150	–	–	0.27%	65
2017 Q1	$319K	Hold	7,150	–	–	0.24%	67
2016 Q4	$275K	Sell	7,150 -275	-4%	-$10.8K	0.21%	70
2016 Q3	$292K	Sell	7,425 -500	-6%	-$20.4K	0.23%	73
2016 Q2	$324K	Sell	7,925 -1,000	-11%	-$39.9K	0.26%	74
2016 Q1	$365K	Hold	8,925	–	–	0.3%	73
2015 Q4	$326K	Hold	8,925	–	–	0.27%	73
2015 Q3	$322K	Hold	8,925	–	–	0.29%	75
2015 Q2	$360K	Sell	8,925 -425	-5%	-$18.4K	0.3%	73
2015 Q1	$403K	Hold	9,350	–	–	0.35%	68
2014 Q4	$420K	Hold	9,350	–	–	0.36%	69
2014 Q3	$358K	Hold	9,350	–	–	0.31%	72
2014 Q2	$379K	Hold	9,350	–	–	0.33%	71
2014 Q1	$383K	Hold	9,350	–	–	0.34%	70
2013 Q4	$358K	Buy	+9,350	New	+$321K	0.33%	71

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

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

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

MacNealy Hoover Investment Management's ORCL Position: Q3 2019 in Review

MacNealy Hoover Investment Management reduced its Oracle (ORCL) stake by 7.9% in Q3 2019, selling an estimated $17.5K and leaving 3,720 shares worth $205K. The position accounts for 0.17% of the portfolio, ranked #67.

MacNealy Hoover Investment Management first reported a position in ORCL in Q4 2013 and has held it in 24 quarters since. The position peaked at $420K in Q4 2014. 1,795 funds tracked by Wall St. Rank hold ORCL as of Q3 2019.

MacNealy Hoover Investment Management held 3,720 shares of Oracle worth $205K as of Q3 2019.
MacNealy Hoover Investment Management sold 317 Oracle shares in Q3 2019, an estimated $17.5K.
Oracle made up 0.17% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #67 holding.
MacNealy Hoover Investment Management first reported a position in Oracle in Q4 2013 and has held it in 24 quarters since.
MacNealy Hoover Investment Management's Oracle position peaked at $420K in Q4 2014.
1,795 funds tracked by Wall St. Rank held Oracle as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.