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Stanford Investment Group’s Oracle ORCL Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-13,861
Closed -$533K – 192
2016
Q4 		$533K Hold
13,861
– – 0.26% 29
2016
Q3 		$544K Buy
13,861
+138
+1% +$5.62K 0.26% 30
2016
Q2 		$562K Hold
13,723
– – 0.29% 25
2016
Q1 		$561K Sell
13,723
-1,500
-10% -$55.5K 0.32% 23
2015
Q4 		$556K Hold
15,223
– – 0.3% 26
2015
Q3 		$550K Sell
15,223
-4,615
-23% -$177K 0.4% 21
2015
Q2 		$799K Buy
19,838
+1,348
+7% +$58.5K 0.6% 18
2015
Q1 		$798K Hold
18,490
– – 0.64% 18
2014
Q4 		$831K Buy
+18,490
New +$752K 0.7% 17

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stanford Investment Group's ORCL Position: Q1 2017 in Review

Stanford Investment Group sold out of Oracle (ORCL) in Q1 2017, closing a stake of 13,861 shares — an estimated $533K sold.

Stanford Investment Group first reported a position in ORCL in Q4 2014 and held it in 9 quarters. The position peaked at $831K in Q4 2014. 1,574 funds tracked by Wall St. Rank hold ORCL as of Q1 2017.

  • Stanford Investment Group reported no remaining Oracle position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 13,861 Oracle shares in Q1 2017, an estimated $533K.
  • Stanford Investment Group first reported a position in Oracle in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Oracle position peaked at $831K in Q4 2014.
  • 1,574 funds tracked by Wall St. Rank held Oracle as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.