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Planning Solutions Group’s Oracle ORCL Stock Holding History

Planning Solutions Group’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
Q2 		$678K Buy
11,897
+227
+2% +$12.3K 0.35% 58
2019
Q1 		$627K Buy
11,670
+2
+0% +$102 0.34% 61
2018
Q4 		$527K Buy
+11,668
New +$559K 0.32% 66

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Planning Solutions Group's ORCL Position: Q2 2019 in Review

Planning Solutions Group increased its Oracle (ORCL) stake by 1.9% in Q2 2019, buying an estimated $12.3K and bringing the position to 11,897 shares worth $678K. The position accounts for 0.35% of the portfolio, ranked #58.

Planning Solutions Group first reported a position in ORCL in Q4 2018 and has held it in 3 quarters since. 1,816 funds tracked by Wall St. Rank hold ORCL as of Q2 2019.

  • Planning Solutions Group held 11,897 shares of Oracle worth $678K as of Q2 2019.
  • Planning Solutions Group bought 227 Oracle shares in Q2 2019, an estimated $12.3K.
  • Oracle made up 0.35% of Planning Solutions Group's portfolio in Q2 2019, its #58 holding.
  • Planning Solutions Group first reported a position in Oracle in Q4 2018 and has held it in 3 quarters since.
  • 1,816 funds tracked by Wall St. Rank held Oracle as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.