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Tortoise Index Solutions’s Oracle ORCL Stock Holding History

Tortoise Index Solutions’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
Q4 		– Sell
-3,219
Closed -$177K – 134
2019
Q3 		$177K Buy
3,219
+993
+45% +$54.9K 0.05% 85
2019
Q2 		$127K Hold
2,226
– – 0.04% 81
2019
Q1 		$120K Buy
+2,226
New +$113K 0.04% 85

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tortoise Index Solutions's ORCL Position: Q4 2019 in Review

Tortoise Index Solutions sold out of Oracle (ORCL) in Q4 2019, closing a stake of 3,219 shares — an estimated $177K sold.

Tortoise Index Solutions first reported a position in ORCL in Q1 2019 and held it in 3 quarters. The position peaked at $177K in Q3 2019. 1,917 funds tracked by Wall St. Rank hold ORCL as of Q4 2019.

  • Tortoise Index Solutions reported no remaining Oracle position as of Q4 2019 after selling out during the quarter.
  • Tortoise Index Solutions sold 3,219 Oracle shares in Q4 2019, an estimated $177K.
  • Tortoise Index Solutions first reported a position in Oracle in Q1 2019 and held it in 3 quarters.
  • Tortoise Index Solutions's Oracle position peaked at $177K in Q3 2019.
  • 1,917 funds tracked by Wall St. Rank held Oracle as of Q4 2019.

Based on Tortoise Index Solutions's 13F filing for Q4 2019, filed 14 Feb 2020.