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Point View Wealth Management’s Oracle ORCL Stock Holding History

Point View 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
2020
Q4 		$669K Sell
10,336
-911
-8% -$54.2K 0.27% 122
2020
Q3 		$671K Sell
11,247
-562
-5% -$31.9K 0.32% 101
2020
Q2 		$653K Buy
11,809
+29
+0.2% +$1.54K 0.31% 103
2020
Q1 		$569K Buy
11,780
+6,267
+114% +$323K 0.31% 106
2019
Q4 		$292K Sell
5,513
-345
-6% -$19K 0.12% 209
2019
Q3 		$322K Sell
5,858
-175
-3% -$9.67K 0.15% 186
2019
Q2 		$344K Sell
6,033
-30
-0.5% -$1.62K 0.15% 181
2019
Q1 		$326K Sell
6,063
-74
-1% -$3.77K 0.14% 183
2018
Q4 		$277K Hold
6,137
– – 0.14% 186
2018
Q3 		$316K Hold
6,137
– – 0.14% 187
2018
Q2 		$270K Hold
6,137
– – 0.13% 202
2018
Q1 		$281K Sell
6,137
-14
-0.2% -$696 0.13% 194
2017
Q4 		$291K Sell
6,151
-223
-3% -$10.9K 0.14% 184
2017
Q3 		$309K Sell
6,374
-477
-7% -$23.7K 0.15% 182
2017
Q2 		$344K Sell
6,851
-71
-1% -$3.24K 0.17% 166
2017
Q1 		$309K Buy
6,922
+477
+7% +$19.9K 0.16% 173
2016
Q4 		$248K Sell
6,445
-477
-7% -$18.7K 0.14% 183
2016
Q3 		$272K Sell
6,922
-37
-0.5% -$1.51K 0.16% 174
2016
Q2 		$285K Buy
6,959
+37
+0.5% +$1.48K 0.17% 169
2016
Q1 		$283K Hold
6,922
– – 0.18% 165
2015
Q4 		$253K Hold
6,922
– – 0.18% 163
2015
Q3 		$250K Sell
6,922
-635
-8% -$24.4K 0.2% 154
2015
Q2 		$305K Sell
7,557
-50
-0.7% -$2.17K 0.24% 137
2015
Q1 		$328K Buy
7,607
+225
+3% +$9.75K 0.25% 132
2014
Q4 		$332K Buy
7,382
+526
+8% +$21.4K 0.25% 131
2014
Q3 		$262K Hold
6,856
– – 0.22% 145
2014
Q2 		$278K Hold
6,856
– – 0.24% 138
2014
Q1 		$280K Hold
6,856
– – 0.25% 131
2013
Q4 		$262K Buy
+6,856
New +$236K 0.25% 134

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Point View Wealth Management's ORCL Position: Q4 2020 in Review

Point View Wealth Management reduced its Oracle (ORCL) stake by 8.1% in Q4 2020, selling an estimated $54.2K and leaving 10,336 shares worth $669K. The position accounts for 0.27% of the portfolio, ranked #122.

Point View Wealth Management first reported a position in ORCL in Q4 2013 and has held it in 29 quarters since. The position peaked at $671K in Q3 2020. 1,998 funds tracked by Wall St. Rank hold ORCL as of Q4 2020.

  • Point View Wealth Management held 10,336 shares of Oracle worth $669K as of Q4 2020.
  • Point View Wealth Management sold 911 Oracle shares in Q4 2020, an estimated $54.2K.
  • Oracle made up 0.27% of Point View Wealth Management's portfolio in Q4 2020, its #122 holding.
  • Point View Wealth Management first reported a position in Oracle in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Oracle position peaked at $671K in Q3 2020.
  • 1,998 funds tracked by Wall St. Rank held Oracle as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.