Sunflower Bank Wealth Management’s Oracle ORCL Stock Holding History

Sunflower Bank Wealth Management’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
2020 Q3	$371K	Sell	6,215 -3,498	-36%	-$199K	0.12%	90
2020 Q2	$537K	Hold	9,713	–	–	0.18%	67
2020 Q1	$469K	Hold	9,713	–	–	0.18%	73
2019 Q4	$514K	Sell	9,713 -75	-0.8%	-$4.13K	0.16%	87
2019 Q3	$539K	Hold	9,788	–	–	0.17%	83
2019 Q2	$558K	Hold	9,788	–	–	0.18%	80
2019 Q1	$526K	Hold	9,788	–	–	0.16%	86
2018 Q4	$442K	Sell	9,788 -400	-4%	-$19.2K	0.14%	95
2018 Q3	$525K	Hold	10,188	–	–	0.15%	92
2018 Q2	$449K	Hold	10,188	–	–	0.13%	102
2018 Q1	$466K	Sell	10,188 -30	-0.3%	-$1.49K	0.13%	96
2017 Q4	$483K	Sell	10,218 -170	-2%	-$8.34K	0.13%	88
2017 Q3	$502K	Hold	10,388	–	–	0.18%	59
2017 Q2	$521K	Buy	10,388 +23	+0.2%	+$1.05K	0.18%	64
2017 Q1	$462K	Hold	10,365	–	–	0.16%	63
2016 Q4	$399K	Hold	10,365	–	–	0.14%	67
2016 Q3	$407K	Hold	10,365	–	–	0.15%	66
2016 Q2	$424K	Hold	10,365	–	–	0.15%	65
2016 Q1	$424K	Hold	10,365	–	–	0.15%	64
2015 Q4	$379K	Sell	10,365 -200	-2%	-$7.64K	0.13%	68
2015 Q3	$381K	Hold	10,565	–	–	0.14%	67
2015 Q2	$426K	Hold	10,565	–	–	0.15%	66
2015 Q1	$456K	Hold	10,565	–	–	0.15%	71
2014 Q4	$475K	Hold	10,565	–	–	0.15%	66
2014 Q3	$404K	Sell	10,565 -1,860	-15%	-$75.3K	0.14%	71
2014 Q2	$503K	Hold	12,425	–	–	0.2%	65
2014 Q1	$508K	Hold	12,425	–	–	0.25%	60
2013 Q4	$475K	Buy	12,425 +1,900	+18%	+$65.3K	0.24%	59
2013 Q3	$349K	Sell	10,525 -1,255	-11%	-$40.7K	0.19%	68
2013 Q2	$362K	Buy	+11,780	New	+$391K	0.2%	64

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunflower Bank Wealth Management's ORCL Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Oracle (ORCL) stake by 36% in Q3 2020, selling an estimated $199K and leaving 6,215 shares worth $371K. The position accounts for 0.12% of the portfolio, ranked #90.

Sunflower Bank Wealth Management first reported a position in ORCL in Q2 2013 and has held it in 30 quarters since. The position peaked at $558K in Q2 2019. 1,870 funds tracked by Wall St. Rank hold ORCL as of Q3 2020.

Sunflower Bank Wealth Management held 6,215 shares of Oracle worth $371K as of Q3 2020.
Sunflower Bank Wealth Management sold 3,498 Oracle shares in Q3 2020, an estimated $199K.
Oracle made up 0.12% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #90 holding.
Sunflower Bank Wealth Management first reported a position in Oracle in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's Oracle position peaked at $558K in Q2 2019.
1,870 funds tracked by Wall St. Rank held Oracle as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.