SFG
ORCL icon

Sowa Financial Group’s Oracle ORCL Stock Holding History

Sowa Financial 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
Q1 		– Sell
-2,126
Closed -$138K – 174
2020
Q4 		$138K Sell
2,126
-49
-2% -$2.92K 0.09% 77
2020
Q3 		$130K Sell
2,175
-230
-10% -$13.1K 0.09% 75
2020
Q2 		$133K Buy
2,405
+1
+0% +$53 0.1% 73
2020
Q1 		$116K Hold
2,404
– – 0.1% 70
2019
Q4 		$127K Buy
+2,404
New +$132K 0.1% 75

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

Sowa Financial Group's ORCL Position: Q1 2021 in Review

Sowa Financial Group sold out of Oracle (ORCL) in Q1 2021, closing a stake of 2,126 shares — an estimated $138K sold.

Sowa Financial Group first reported a position in ORCL in Q4 2019 and held it in 5 quarters. The position peaked at $138K in Q4 2020. 2,042 funds tracked by Wall St. Rank hold ORCL as of Q1 2021.

  • Sowa Financial Group reported no remaining Oracle position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 2,126 Oracle shares in Q1 2021, an estimated $138K.
  • Sowa Financial Group first reported a position in Oracle in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Oracle position peaked at $138K in Q4 2020.
  • 2,042 funds tracked by Wall St. Rank held Oracle as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.