Select Equity Group
ORCL icon

Select Equity Group’s Oracle ORCL Stock Holding History

Select Equity 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
Q3 		– Sell
-278,500
Closed -$15.9M – 113
2019
Q2 		$15.9M Sell
278,500
-220,000
-44% -$11.9M 0.11% 87
2019
Q1 		$26.8M Hold
498,500
– – 0.18% 68
2018
Q4 		$22.5M Buy
+498,500
New +$23.9M 0.17% 74

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Select Equity Group's ORCL Position: Q2 2016 in Review

Select Equity Group sold out of Oracle (ORCL) in Q2 2016, closing a stake of 599,195 shares — an estimated $24.5M sold.

Select Equity Group first reported a position in ORCL in Q4 2013 and held it in 10 quarters. The position peaked at $24.5M in Q1 2016. 1,487 funds tracked by Wall St. Rank hold ORCL as of Q2 2016.

  • Select Equity Group reported no remaining Oracle position as of Q2 2016 after selling out during the quarter.
  • Select Equity Group sold 599,195 Oracle shares in Q2 2016, an estimated $24.5M.
  • Select Equity Group first reported a position in Oracle in Q4 2013 and held it in 10 quarters.
  • Select Equity Group's Oracle position peaked at $24.5M in Q1 2016.
  • 1,487 funds tracked by Wall St. Rank held Oracle as of Q2 2016.

Based on Select Equity Group's 13F filing for Q2 2016, filed 15 Aug 2016.