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Rosenblum Silverman Sutton’s Oracle ORCL Stock Holding History

Rosenblum Silverman Sutton’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
2014
Q3 		– Sell
-83,884
Closed -$3.4M – 75
2014
Q2 		$3.4M Sell
83,884
-1,550
-2% -$63.8K 1.59% 25
2014
Q1 		$3.5M Sell
85,434
-6,311
-7% -$240K 1.66% 23
2013
Q4 		$3.51M Sell
91,745
-7,700
-8% -$265K 1.66% 22
2013
Q3 		$3.3M Buy
+99,445
New +$3.23M 1.77% 24

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Rosenblum Silverman Sutton's ORCL Position: Q3 2014 in Review

Rosenblum Silverman Sutton sold out of Oracle (ORCL) in Q3 2014, closing a stake of 83,884 shares — an estimated $3.4M sold.

Rosenblum Silverman Sutton first reported a position in ORCL in Q3 2013 and held it in 4 quarters. The position peaked at $3.51M in Q4 2013. 1,497 funds tracked by Wall St. Rank hold ORCL as of Q3 2014.

  • Rosenblum Silverman Sutton reported no remaining Oracle position as of Q3 2014 after selling out during the quarter.
  • Rosenblum Silverman Sutton sold 83,884 Oracle shares in Q3 2014, an estimated $3.4M.
  • Rosenblum Silverman Sutton first reported a position in Oracle in Q3 2013 and held it in 4 quarters.
  • Rosenblum Silverman Sutton's Oracle position peaked at $3.51M in Q4 2013.
  • 1,497 funds tracked by Wall St. Rank held Oracle as of Q3 2014.

Based on Rosenblum Silverman Sutton's 13F filing for Q3 2014, filed 21 Nov 2014.