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SVA Wealth Management’s Oracle ORCL Stock Holding History

SVA 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
Q4 		$320K Buy
4,949
+1,060
+27% +$63.1K 0.03% 195
2020
Q3 		$232K Sell
3,889
-485
-11% -$27.6K 0.02% 196
2020
Q2 		$242K Buy
+4,374
New +$232K 0.03% 181
2020
Q1 		– Sell
-4,526
Closed -$240K – 205
2019
Q4 		$240K Sell
4,526
-5,169
-53% -$285K 0.02% 192
2019
Q3 		$534K Buy
9,695
+1,126
+13% +$62.2K 0.05% 145
2019
Q2 		$488K Sell
8,569
-475
-5% -$25.7K 0.05% 149
2019
Q1 		$486K Sell
9,044
-346
-4% -$17.6K 0.05% 153
2018
Q4 		$424K Sell
9,390
-191
-2% -$9.15K 0.05% 158
2018
Q3 		$494K Sell
9,581
-2,991
-24% -$145K 0.05% 157
2018
Q2 		$554K Buy
12,572
+3,209
+34% +$148K 0.06% 146
2018
Q1 		$453K Buy
9,363
+270
+3% +$13.4K 0.06% 148
2017
Q4 		$430K Sell
9,093
-270
-3% -$13.2K 0.05% 154
2017
Q3 		$453K Sell
9,363
-1,121
-11% -$55.8K 0.06% 148
2017
Q2 		$526K Sell
10,484
-978
-9% -$44.6K 0.07% 135
2017
Q1 		$511K Buy
11,462
+4
+0% +$167 0.07% 135
2016
Q4 		$441K Buy
11,458
+4
+0% +$156 0.07% 144
2016
Q3 		$450K Sell
11,454
-647
-5% -$26.4K 0.07% 141
2016
Q2 		$495K Sell
12,101
-458
-4% -$18.3K 0.08% 138
2016
Q1 		$514K Sell
12,559
-924
-7% -$34.2K 0.09% 139
2015
Q4 		$493K Sell
13,483
-431
-3% -$16.5K 0.09% 149
2015
Q3 		$503K Buy
13,914
+1,249
+10% +$48K 0.09% 148
2015
Q2 		$510K Sell
12,665
-130
-1% -$5.64K 0.09% 153
2015
Q1 		$552K Sell
12,795
-335
-3% -$14.5K 0.1% 152
2014
Q4 		$590K Sell
13,130
-110
-0.8% -$4.48K 0.21% 105
2014
Q3 		$507K Hold
13,240
– – 0.22% 96
2014
Q2 		$537K Sell
13,240
-200
-1% -$8.23K 0.23% 97
2014
Q1 		$550K Buy
13,440
+1,227
+10% +$46.7K 0.26% 87
2013
Q4 		$467K Buy
+12,213
New +$420K 0.28% 88

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SVA Wealth Management's ORCL Position: Q4 2020 in Review

SVA Wealth Management increased its Oracle (ORCL) stake by 27% in Q4 2020, buying an estimated $63.1K and bringing the position to 4,949 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #195.

SVA Wealth Management first reported a position in ORCL in Q4 2013 and has held it in 28 quarters since. The position peaked at $590K in Q4 2014. 1,998 funds tracked by Wall St. Rank hold ORCL as of Q4 2020.

  • SVA Wealth Management held 4,949 shares of Oracle worth $320K as of Q4 2020.
  • SVA Wealth Management bought 1,060 Oracle shares in Q4 2020, an estimated $63.1K.
  • Oracle made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #195 holding.
  • SVA Wealth Management first reported a position in Oracle in Q4 2013 and has held it in 28 quarters since.
  • SVA Wealth Management's Oracle position peaked at $590K in Q4 2014.
  • 1,998 funds tracked by Wall St. Rank held Oracle as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.