MFWM
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Motley Fool Wealth Management’s Oracle ORCL Stock Holding History

Motley Fool 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
2018
Q1 		– Sell
-122,141
Closed -$5.78M – 147
2017
Q4 		$5.78M Sell
122,141
-3,509
-3% -$172K 0.44% 68
2017
Q3 		$6.08M Sell
125,650
-3,219
-2% -$160K 0.52% 57
2017
Q2 		$6.46M Sell
128,869
-2,394
-2% -$109K 0.59% 52
2017
Q1 		$5.86M Sell
131,263
-5,893
-4% -$245K 0.56% 56
2016
Q4 		$5.27M Sell
137,156
-400
-0.3% -$15.6K 0.56% 52
2016
Q3 		$5.4M Sell
137,556
-98
-0.1% -$3.99K 0.57% 53
2016
Q2 		$5.63M Buy
137,654
+4,280
+3% +$171K 0.62% 50
2016
Q1 		$5.46M Sell
133,374
-688
-0.5% -$25.5K 0.64% 44
2015
Q4 		$4.9M Buy
134,062
+3,970
+3% +$152K 0.58% 52
2015
Q3 		$4.7M Buy
130,092
+13,391
+11% +$515K 0.61% 50
2015
Q2 		$4.7M Buy
116,701
+32,180
+38% +$1.4M 0.75% 37
2015
Q1 		$3.65M Buy
84,521
+17,330
+26% +$751K 0.76% 43
2014
Q4 		$3.02M Buy
+67,191
New +$2.73M 1.77% 16

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Motley Fool Wealth Management's ORCL Position: Q1 2018 in Review

Motley Fool Wealth Management sold out of Oracle (ORCL) in Q1 2018, closing a stake of 122,141 shares — an estimated $5.78M sold.

Motley Fool Wealth Management first reported a position in ORCL in Q4 2014 and held it in 13 quarters. The position peaked at $6.46M in Q2 2017. 1,752 funds tracked by Wall St. Rank hold ORCL as of Q1 2018.

  • Motley Fool Wealth Management reported no remaining Oracle position as of Q1 2018 after selling out during the quarter.
  • Motley Fool Wealth Management sold 122,141 Oracle shares in Q1 2018, an estimated $5.78M.
  • Motley Fool Wealth Management first reported a position in Oracle in Q4 2014 and held it in 13 quarters.
  • Motley Fool Wealth Management's Oracle position peaked at $6.46M in Q2 2017.
  • 1,752 funds tracked by Wall St. Rank held Oracle as of Q1 2018.

Based on Motley Fool Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.