VDFA
ORCL icon

Vickerman & Driscoll Financial Advisors’s Oracle ORCL Stock Holding History

Vickerman & Driscoll Financial Advisors’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
-11,828
Closed -$635K – 70
2019
Q1 		$635K Sell
11,828
-374
-3% -$19.1K 0.36% 53
2018
Q4 		$551K Sell
12,202
-432
-3% -$20.7K 0.43% 52
2018
Q3 		$651K Sell
12,634
-151
-1% -$7.33K 0.45% 52
2018
Q2 		$563K Sell
12,785
-11,078
-46% -$510K 0.41% 55
2018
Q1 		$1.09M Sell
23,863
-2,667
-10% -$133K 0.81% 38
2017
Q4 		$1.25M Buy
+26,530
New +$1.3M 0.99% 35

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

Vickerman & Driscoll Financial Advisors's ORCL Position: Q2 2019 in Review

Vickerman & Driscoll Financial Advisors sold out of Oracle (ORCL) in Q2 2019, closing a stake of 11,828 shares — an estimated $635K sold.

Vickerman & Driscoll Financial Advisors first reported a position in ORCL in Q4 2017 and held it in 6 quarters. The position peaked at $1.25M in Q4 2017. 1,816 funds tracked by Wall St. Rank hold ORCL as of Q2 2019.

  • Vickerman & Driscoll Financial Advisors reported no remaining Oracle position as of Q2 2019 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 11,828 Oracle shares in Q2 2019, an estimated $635K.
  • Vickerman & Driscoll Financial Advisors first reported a position in Oracle in Q4 2017 and held it in 6 quarters.
  • Vickerman & Driscoll Financial Advisors's Oracle position peaked at $1.25M in Q4 2017.
  • 1,816 funds tracked by Wall St. Rank held Oracle as of Q2 2019.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q2 2019, filed 2 Jul 2019.