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Stifel Nicolaus & Co’s Oracle ORCL Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$29.5M Buy
890,424
+478,103
+116% +$15.5M 0.49% 42
2013
Q2 		$12.7M Buy
+412,321
New +$13.7M 0.23% 117

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stifel Nicolaus & Co's ORCL Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Oracle (ORCL) stake by 116% in Q3 2013, buying an estimated $15.5M and bringing the position to 890,424 shares worth $29.5M. The position accounts for 0.49% of the portfolio, ranked #42.

Stifel Nicolaus & Co first reported a position in ORCL in Q2 2013 and has held it in 2 quarters since. 1,358 funds tracked by Wall St. Rank hold ORCL as of Q3 2013.

  • Stifel Nicolaus & Co held 890,424 shares of Oracle worth $29.5M as of Q3 2013.
  • Stifel Nicolaus & Co bought 478,103 Oracle shares in Q3 2013, an estimated $15.5M.
  • Oracle made up 0.49% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #42 holding.
  • Stifel Nicolaus & Co first reported a position in Oracle in Q2 2013 and has held it in 2 quarters since.
  • 1,358 funds tracked by Wall St. Rank held Oracle as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.