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United Capital Management of KS’s Oracle ORCL Stock Holding History

United Capital Management of KS’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
Q1 		– Sell
-40,971
Closed -$2.17M – 104
2019
Q4 		$2.17M Buy
40,971
+4,855
+13% +$267K 1.37% 22
2019
Q3 		$1.98M Buy
+36,116
New +$2M 1.45% 21

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

United Capital Management of KS's ORCL Position: Q1 2020 in Review

United Capital Management of KS sold out of Oracle (ORCL) in Q1 2020, closing a stake of 40,971 shares — an estimated $2.17M sold.

United Capital Management of KS first reported a position in ORCL in Q3 2019 and held it in 2 quarters. The position peaked at $2.17M in Q4 2019. 1,799 funds tracked by Wall St. Rank hold ORCL as of Q1 2020.

  • United Capital Management of KS reported no remaining Oracle position as of Q1 2020 after selling out during the quarter.
  • United Capital Management of KS sold 40,971 Oracle shares in Q1 2020, an estimated $2.17M.
  • United Capital Management of KS first reported a position in Oracle in Q3 2019 and held it in 2 quarters.
  • United Capital Management of KS's Oracle position peaked at $2.17M in Q4 2019.
  • 1,799 funds tracked by Wall St. Rank held Oracle as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.