PKO Investment Management Joint-Stock’s Oracle ORCL Stock Holding History

PKO Investment Management Joint-Stock’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
2015 Q4	–	Sell	-16,200	Closed	-$585K	–	48
2015 Q3	$585K	Hold	16,200	–	–	0.53%	25
2015 Q2	$653K	Hold	16,200	–	–	0.51%	29
2015 Q1	$699K	Sell	16,200 -1,500	-8%	-$65K	0.6%	24
2014 Q4	$796K	Sell	17,700 -17,300	-49%	-$704K	0.82%	20
2014 Q3	$1.34M	Sell	35,000 -118,300	-77%	-$4.79M	1.19%	18
2014 Q2	$6.21M	Buy	153,300 +46,000	+43%	+$1.89M	5.18%	5
2014 Q1	$4.39M	Buy	107,300 +82,300	+329%	+$3.13M	5.92%	3
2013 Q4	$957K	Buy	+25,000	New	+$859K	0.93%	15

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

PKO Investment Management Joint-Stock's ORCL Position: Q4 2015 in Review

PKO Investment Management Joint-Stock sold out of Oracle (ORCL) in Q4 2015, closing a stake of 16,200 shares — an estimated $585K sold.

PKO Investment Management Joint-Stock first reported a position in ORCL in Q4 2013 and held it in 8 quarters. The position peaked at $6.21M in Q2 2014. 1,491 funds tracked by Wall St. Rank hold ORCL as of Q4 2015.

PKO Investment Management Joint-Stock reported no remaining Oracle position as of Q4 2015 after selling out during the quarter.
PKO Investment Management Joint-Stock sold 16,200 Oracle shares in Q4 2015, an estimated $585K.
PKO Investment Management Joint-Stock first reported a position in Oracle in Q4 2013 and held it in 8 quarters.
PKO Investment Management Joint-Stock's Oracle position peaked at $6.21M in Q2 2014.
1,491 funds tracked by Wall St. Rank held Oracle as of Q4 2015.

Based on PKO Investment Management Joint-Stock's 13F filing for Q4 2015, filed 13 Mar 2025.