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Oak Point Wealth Management’s Oracle ORCL Stock Holding History

Oak Point 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 		$391K Buy
8,682
+8,511
+4,977% +$423K 0.4% 66
2017
Q4 		$9K Buy
+171
New +$8.39K 0.01% 157

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 $59.9B AUM 27.01% 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

Oak Point Wealth Management's ORCL Position: Q1 2018 in Review

Oak Point Wealth Management increased its Oracle (ORCL) stake by 4,977% in Q1 2018, buying an estimated $423K and bringing the position to 8,682 shares worth $391K. The position accounts for 0.4% of the portfolio, ranked #66.

Oak Point Wealth Management first reported a position in ORCL in Q4 2017 and has held it in 2 quarters since. 1,753 funds tracked by Wall St. Rank hold ORCL as of Q1 2018.

  • Oak Point Wealth Management held 8,682 shares of Oracle worth $391K as of Q1 2018.
  • Oak Point Wealth Management bought 8,511 Oracle shares in Q1 2018, an estimated $423K.
  • Oracle made up 0.4% of Oak Point Wealth Management's portfolio in Q1 2018, its #66 holding.
  • Oak Point Wealth Management first reported a position in Oracle in Q4 2017 and has held it in 2 quarters since.
  • 1,753 funds tracked by Wall St. Rank held Oracle as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.