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Systematic Financial Management’s Oracle ORCL Stock Holding History

Systematic Financial 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
2019
Q1 		– Sell
-7,500
Closed -$339K – 664
2018
Q4 		$339K Hold
7,500
– – 0.01% 589
2018
Q3 		$387K Sell
7,500
-59,388
-89% -$2.88M 0.01% 618
2018
Q2 		$2.95M Sell
66,888
-55
-0.1% -$2.53K 0.07% 249
2018
Q1 		$3.06M Sell
66,943
-9,856
-13% -$490K 0.07% 248
2017
Q4 		$3.63M Sell
76,799
-4,095
-5% -$201K 0.07% 234
2017
Q3 		$3.91M Buy
80,894
+15,641
+24% +$778K 0.08% 223
2017
Q2 		$3.27M Buy
65,253
+28,838
+79% +$1.31M 0.06% 293
2017
Q1 		$1.62M Buy
+36,415
New +$1.52M 0.03% 480

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

Systematic Financial Management's ORCL Position: Q1 2019 in Review

Systematic Financial Management sold out of Oracle (ORCL) in Q1 2019, closing a stake of 7,500 shares — an estimated $339K sold.

Systematic Financial Management first reported a position in ORCL in Q1 2017 and held it in 8 quarters. The position peaked at $3.91M in Q3 2017. 1,803 funds tracked by Wall St. Rank hold ORCL as of Q1 2019.

  • Systematic Financial Management reported no remaining Oracle position as of Q1 2019 after selling out during the quarter.
  • Systematic Financial Management sold 7,500 Oracle shares in Q1 2019, an estimated $339K.
  • Systematic Financial Management first reported a position in Oracle in Q1 2017 and held it in 8 quarters.
  • Systematic Financial Management's Oracle position peaked at $3.91M in Q3 2017.
  • 1,803 funds tracked by Wall St. Rank held Oracle as of Q1 2019.

Based on Systematic Financial Management's 13F filing for Q1 2019, filed 3 May 2019.