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Sound View Wealth Advisors’s Oracle ORCL Stock Holding History

Sound View Wealth Advisors’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
Q1 		$1.08M Sell
20,091
-144
-0.7% -$7.34K 0.34% 83
2018
Q4 		$914K Buy
+20,235
New +$970K 0.33% 87

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Sound View Wealth Advisors's ORCL Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Oracle (ORCL) stake by 0.71% in Q1 2019, selling an estimated $7.34K and leaving 20,091 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #83.

Sound View Wealth Advisors first reported a position in ORCL in Q4 2018 and has held it in 2 quarters since. 1,803 funds tracked by Wall St. Rank hold ORCL as of Q1 2019.

  • Sound View Wealth Advisors held 20,091 shares of Oracle worth $1.08M as of Q1 2019.
  • Sound View Wealth Advisors sold 144 Oracle shares in Q1 2019, an estimated $7.34K.
  • Oracle made up 0.34% of Sound View Wealth Advisors's portfolio in Q1 2019, its #83 holding.
  • Sound View Wealth Advisors first reported a position in Oracle in Q4 2018 and has held it in 2 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Oracle as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.