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Tradition Capital Management’s Oracle ORCL Stock Holding History

Tradition Capital 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 		$210K Buy
+3,911
New +$199K 0.06% 174
2018
Q4 		– Sell
-3,910
Closed -$201K – 187
2018
Q3 		$201K Buy
+3,910
New +$190K 0.05% 181

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

Tradition Capital Management's ORCL Position: Q1 2019 in Review

Tradition Capital Management opened a new position in Oracle (ORCL) in Q1 2019: 3,911 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #174 among its holdings. This is a return to the name: Tradition Capital Management previously reported a position in ORCL as recently as Q3 2018.

Tradition Capital Management first reported a position in ORCL in Q3 2018 and has held it in 2 quarters since. 1,803 funds tracked by Wall St. Rank hold ORCL as of Q1 2019.

  • Tradition Capital Management held 3,911 shares of Oracle worth $210K as of Q1 2019.
  • Oracle was a new Tradition Capital Management position in Q1 2019.
  • Oracle made up 0.06% of Tradition Capital Management's portfolio in Q1 2019, its #174 holding.
  • Tradition Capital Management first reported a position in Oracle in Q3 2018 and has held it in 2 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Oracle as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.