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Stephen W. Kidder’s Oracle ORCL Stock Holding History

Stephen W. Kidder’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 		– Sell
-13,330
Closed -$602K – 79
2018
Q4 		$602K Sell
13,330
-19,670
-60% -$943K 0.27% 53
2018
Q3 		$1.7M Sell
33,000
-27,525
-45% -$1.34M 0.62% 36
2018
Q2 		$2.67M Sell
60,525
-8,355
-12% -$385K 1.02% 31
2018
Q1 		$3.15M Sell
68,880
-5,045
-7% -$251K 1.2% 29
2017
Q4 		$3.5M Sell
73,925
-8,170
-10% -$401K 1.25% 30
2017
Q3 		$3.97M Sell
82,095
-3,680
-4% -$183K 1.46% 28
2017
Q2 		$4.3M Sell
85,775
-11,730
-12% -$535K 1.63% 25
2017
Q1 		$4.35M Sell
97,505
-6,775
-6% -$282K 1.67% 25
2016
Q4 		$4.01M Sell
104,280
-1,980
-2% -$77.4K 1.62% 25
2016
Q3 		$4.17M Sell
106,260
-6,850
-6% -$279K 1.66% 23
2016
Q2 		$4.63M Sell
113,110
-600
-0.5% -$24K 1.84% 22
2016
Q1 		$4.65M Buy
113,710
+1,735
+2% +$64.2K 1.89% 21
2015
Q4 		$4.09M Buy
111,975
+12,775
+13% +$488K 1.75% 23
2015
Q3 		$3.58M Hold
99,200
– – 1.8% 22
2015
Q2 		$4M Buy
99,200
+1,400
+1% +$60.7K 1.8% 26
2015
Q1 		$4.22M Buy
97,800
+2,540
+3% +$110K 1.83% 24
2014
Q4 		$4.28M Sell
95,260
-40
-0% -$1.63K 1.86% 24
2014
Q3 		$3.65M Buy
95,300
+5,715
+6% +$231K 1.66% 24
2014
Q2 		$3.63M Buy
89,585
+75
+0.1% +$3.09K 2.41% 20
2014
Q1 		$3.66M Sell
89,510
-125
-0.1% -$4.76K 2.46% 17
2013
Q4 		$3.43M Sell
89,635
-2,955
-3% -$102K 2.36% 18
2013
Q3 		$3.07M Buy
92,590
+159
+0.2% +$5.16K 2.37% 19
2013
Q2 		$2.84M Buy
+92,431
New +$3.07M 2.29% 20

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

Stephen W. Kidder's ORCL Position: Q1 2019 in Review

Stephen W. Kidder sold out of Oracle (ORCL) in Q1 2019, closing a stake of 13,330 shares — an estimated $602K sold.

Stephen W. Kidder first reported a position in ORCL in Q2 2013 and held it in 23 quarters. The position peaked at $4.65M in Q1 2016. 1,803 funds tracked by Wall St. Rank hold ORCL as of Q1 2019.

  • Stephen W. Kidder reported no remaining Oracle position as of Q1 2019 after selling out during the quarter.
  • Stephen W. Kidder sold 13,330 Oracle shares in Q1 2019, an estimated $602K.
  • Stephen W. Kidder first reported a position in Oracle in Q2 2013 and held it in 23 quarters.
  • Stephen W. Kidder's Oracle position peaked at $4.65M in Q1 2016.
  • 1,803 funds tracked by Wall St. Rank held Oracle as of Q1 2019.

Based on Stephen W. Kidder's 13F filing for Q1 2019, filed 1 May 2019.