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Veritas Investment Management’s Oracle ORCL Stock Holding History

Veritas Investment 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
Q2 		– Sell
-6,700
Closed -$360K – 60
2019
Q1 		$360K Hold
6,700
– – 0.04% 34
2018
Q4 		$303K Sell
6,700
-9,200
-58% -$441K 0.04% 32
2018
Q3 		$820K Sell
15,900
-7,400
-32% -$359K 0.09% 21
2018
Q2 		$1.03M Sell
23,300
-3,750
-14% -$173K 0.13% 19
2018
Q1 		$1.24M Sell
27,050
-15,867
-37% -$789K 0.16% 18
2017
Q4 		$2.03M Sell
42,917
-781,578
-95% -$38.3M 0.28% 15
2017
Q3 		$39.8M Sell
824,495
-35,075
-4% -$1.75M 5.39% 10
2017
Q2 		$43.1M Sell
859,570
-11,635
-1% -$530K 6.3% 9
2017
Q1 		$38.9M Sell
871,205
-17,790
-2% -$741K 6.4% 8
2016
Q4 		$34.2M Sell
888,995
-87,085
-9% -$3.41M 6.04% 9
2016
Q3 		$38.3M Sell
976,080
-25,200
-3% -$1.03M 7.19% 5
2016
Q2 		$41M Sell
1,001,280
-6,465
-0.6% -$258K 7.91% 6
2016
Q1 		$41.2M Buy
1,007,745
+9,530
+1% +$353K 8.06% 6
2015
Q4 		$36.5M Buy
998,215
+14,300
+1% +$546K 6.96% 6
2015
Q3 		$30.7M Buy
983,915
+36,040
+4% +$1.39M 8.06% 4
2015
Q2 		$32.8M Buy
947,875
+80,575
+9% +$3.49M 9.28% 4
2015
Q1 		$31.9M Buy
867,300
+744,900
+609% +$32.3M 10.64% 3
2014
Q4 		$5.5M Sell
122,400
-624,255
-84% -$25.4M 9.89% 4
2014
Q3 		$28.6M Buy
746,655
+51,185
+7% +$2.07M 9.32% 3
2014
Q2 		$28.2M Buy
695,470
+55,495
+9% +$2.28M 9.71% 3
2014
Q1 		$26.2M Buy
639,975
+622,975
+3,665% +$23.7M 10.21% 2
2013
Q4 		$651K Buy
+17,000
New +$584K 0.31% 27

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

Veritas Investment Management's ORCL Position: Q2 2019 in Review

Veritas Investment Management sold out of Oracle (ORCL) in Q2 2019, closing a stake of 6,700 shares — an estimated $360K sold.

Veritas Investment Management first reported a position in ORCL in Q4 2013 and held it in 22 quarters. The position peaked at $43.1M in Q2 2017. 1,816 funds tracked by Wall St. Rank hold ORCL as of Q2 2019.

  • Veritas Investment Management reported no remaining Oracle position as of Q2 2019 after selling out during the quarter.
  • Veritas Investment Management sold 6,700 Oracle shares in Q2 2019, an estimated $360K.
  • Veritas Investment Management first reported a position in Oracle in Q4 2013 and held it in 22 quarters.
  • Veritas Investment Management's Oracle position peaked at $43.1M in Q2 2017.
  • 1,816 funds tracked by Wall St. Rank held Oracle as of Q2 2019.

Based on Veritas Investment Management's 13F filing for Q2 2019, filed 5 Aug 2019.