Signature Wealth Management Group’s Oracle ORCL Stock Holding History

Signature Wealth 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
2020 Q4	–	Sell	-15,784	Closed	-$942K	–	76
2020 Q3	$942K	Buy	15,784 +145	+0.9%	+$8.24K	0.68%	48
2020 Q2	$864K	Buy	15,639 +547	+4%	+$29K	0.66%	46
2020 Q1	$729K	Buy	15,092 +2,129	+16%	+$110K	0.64%	44
2019 Q4	$687K	Buy	12,963 +463	+4%	+$25.5K	0.43%	62
2019 Q3	$688K	Buy	+12,500	New	+$691K	0.46%	51
2018 Q4	–	Sell	-60	Closed	-$3K	–	232
2018 Q3	$3K	Sell	60 -11	-15%	-$534	﹤0.01%	287
2018 Q2	$3K	Buy	71 +60	+545%	+$2.76K	﹤0.01%	288
2018 Q1	$1K	Buy	+11	New	+$547	﹤0.01%	317

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

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Signature Wealth Management Group's ORCL Position: Q4 2020 in Review

Signature Wealth Management Group sold out of Oracle (ORCL) in Q4 2020, closing a stake of 15,784 shares — an estimated $942K sold.

Signature Wealth Management Group first reported a position in ORCL in Q1 2018 and held it in 8 quarters. The position peaked at $942K in Q3 2020. 1,998 funds tracked by Wall St. Rank hold ORCL as of Q4 2020.

Signature Wealth Management Group reported no remaining Oracle position as of Q4 2020 after selling out during the quarter.
Signature Wealth Management Group sold 15,784 Oracle shares in Q4 2020, an estimated $942K.
Signature Wealth Management Group first reported a position in Oracle in Q1 2018 and held it in 8 quarters.
Signature Wealth Management Group's Oracle position peaked at $942K in Q3 2020.
1,998 funds tracked by Wall St. Rank held Oracle as of Q4 2020.

Based on Signature Wealth Management Group's 13F filing for Q4 2020, filed 15 Jan 2021.