Unified Trust Company’s Oracle ORCL Stock Holding History

Unified Trust Company’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	-59,672	Closed	-$2.69M	–	53
2018 Q4	$2.69M	Buy	+59,672	New	+$2.86M	2.45%	21

Other funds holding ORCL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Unified Trust Company's ORCL Position: Q1 2019 in Review

Unified Trust Company sold out of Oracle (ORCL) in Q1 2019, closing a stake of 59,672 shares — an estimated $2.69M sold.

Unified Trust Company first reported a position in ORCL in Q4 2018 and held it in 1 quarter. The position peaked at $2.69M in Q4 2018. 1,803 funds tracked by Wall St. Rank hold ORCL as of Q1 2019.

Unified Trust Company reported no remaining Oracle position as of Q1 2019 after selling out during the quarter.
Unified Trust Company sold 59,672 Oracle shares in Q1 2019, an estimated $2.69M.
Unified Trust Company first reported a position in Oracle in Q4 2018 and held it in 1 quarter.
Unified Trust Company's Oracle position peaked at $2.69M in Q4 2018.
1,803 funds tracked by Wall St. Rank held Oracle as of Q1 2019.

Based on Unified Trust Company's 13F filing for Q1 2019, filed 14 May 2019.