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Sage Financial Management Group’s Oracle ORCL Stock Holding History

Sage Financial Management 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
2021
Q2 		– Sell
-1,037
Closed -$73K – 86
2021
Q1 		$73K Buy
+1,037
New +$67.1K 0.06% 49

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Financial Management Group's ORCL Position: Q2 2021 in Review

Sage Financial Management Group sold out of Oracle (ORCL) in Q2 2021, closing a stake of 1,037 shares — an estimated $73K sold.

Sage Financial Management Group first reported a position in ORCL in Q1 2021 and held it in 1 quarter. The position peaked at $73K in Q1 2021. 2,096 funds tracked by Wall St. Rank hold ORCL as of Q2 2021.

  • Sage Financial Management Group reported no remaining Oracle position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 1,037 Oracle shares in Q2 2021, an estimated $73K.
  • Sage Financial Management Group first reported a position in Oracle in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Oracle position peaked at $73K in Q1 2021.
  • 2,096 funds tracked by Wall St. Rank held Oracle as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.