Peachtree Investment Advisors’s Oracle ORCL Stock Holding History

Peachtree Investment Advisors’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 Q4	$330K	Hold	7,318	–	–	0.25%	60
2018 Q3	$377K	Hold	7,318	–	–	0.26%	62
2018 Q2	$322K	Sell	7,318 -200	-3%	-$9.21K	0.23%	63
2018 Q1	$344K	Sell	7,518 -960	-11%	-$47.7K	0.26%	63
2017 Q4	$401K	Hold	8,478	–	–	0.31%	64
2017 Q3	$410K	Hold	8,478	–	–	0.35%	57
2017 Q2	$425K	Hold	8,478	–	–	0.36%	59
2017 Q1	$378K	Hold	8,478	–	–	0.35%	61
2016 Q4	$326K	Hold	8,478	–	–	0.32%	72
2016 Q3	$333K	Hold	8,478	–	–	0.33%	67
2016 Q2	$347K	Hold	8,478	–	–	0.35%	70
2016 Q1	$347K	Hold	8,478	–	–	0.35%	70
2015 Q4	$310K	Sell	8,478 -550	-6%	-$21K	0.32%	77
2015 Q3	$326K	Sell	9,028 -2,500	-22%	-$96.1K	0.34%	79
2015 Q2	$465K	Sell	11,528 -156	-1%	-$6.77K	0.35%	75
2015 Q1	$504K	Sell	11,684 -674	-5%	-$29.2K	0.36%	74
2014 Q4	$556K	Hold	12,358	–	–	0.37%	78
2014 Q3	$473K	Sell	12,358 -83	-0.7%	-$3.36K	0.32%	86
2014 Q2	$504K	Hold	12,441	–	–	0.34%	81
2014 Q1	$509K	Sell	12,441 -170	-1%	-$6.47K	0.35%	81
2013 Q4	$482K	Buy	+12,611	New	+$434K	0.33%	84

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

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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Peachtree Investment Advisors's ORCL Position: Q4 2018 in Review

Peachtree Investment Advisors held its Oracle (ORCL) position steady in Q4 2018 at 7,318 shares worth $330K. The position accounts for 0.25% of the portfolio, ranked #60.

Peachtree Investment Advisors first reported a position in ORCL in Q4 2013 and has held it in 21 quarters since. The position peaked at $556K in Q4 2014. 1,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2018.

Peachtree Investment Advisors held 7,318 shares of Oracle worth $330K as of Q4 2018.
Peachtree Investment Advisors left its Oracle share count unchanged in Q4 2018.
Oracle made up 0.25% of Peachtree Investment Advisors's portfolio in Q4 2018, its #60 holding.
Peachtree Investment Advisors first reported a position in Oracle in Q4 2013 and has held it in 21 quarters since.
Peachtree Investment Advisors's Oracle position peaked at $556K in Q4 2014.
1,770 funds tracked by Wall St. Rank held Oracle as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.