Shine Investment Advisory Services’s Oracle ORCL Stock Holding History

Shine Investment Advisory Services’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 Q3	$87K	Buy	1,456 +1,200	+469%	+$68.2K	0.03%	211
2020 Q2	$14K	Hold	256	–	–	0.01%	509
2020 Q1	$12K	Hold	256	–	–	0.01%	498
2019 Q4	$14K	Buy	+256	New	+$14.1K	0.01%	523
2018 Q3	–	Sell	-1,520	Closed	-$67K	–	659
2018 Q2	$67K	Sell	1,520 -15	-1%	-$691	0.03%	252
2018 Q1	$70K	Hold	1,535	–	–	0.04%	236
2017 Q4	$73K	Sell	1,535 -139	-8%	-$6.82K	0.04%	233
2017 Q3	$81K	Buy	1,674 +244	+17%	+$12.1K	0.04%	197
2017 Q2	$72K	Buy	+1,430	New	+$65.2K	0.04%	209

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shine Investment Advisory Services's ORCL Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Oracle (ORCL) stake by 469% in Q3 2020, buying an estimated $68.2K and bringing the position to 1,456 shares worth $87K. The position accounts for 0.03% of the portfolio, ranked #211.

Shine Investment Advisory Services first reported a position in ORCL in Q2 2017 and has held it in 9 quarters since. 1,871 funds tracked by Wall St. Rank hold ORCL as of Q3 2020.

Shine Investment Advisory Services held 1,456 shares of Oracle worth $87K as of Q3 2020.
Shine Investment Advisory Services bought 1,200 Oracle shares in Q3 2020, an estimated $68.2K.
Oracle made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #211 holding.
Shine Investment Advisory Services first reported a position in Oracle in Q2 2017 and has held it in 9 quarters since.
1,871 funds tracked by Wall St. Rank held Oracle as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.