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WealthStone’s Oracle ORCL Stock Holding History

WealthStone’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
2021
Q1 		$305K Buy
4,359
+467
+12% +$30.2K 0.11% 152
2020
Q4 		$252K Buy
+3,892
New +$232K 0.09% 166
2019
Q3 		– Sell
-2,061
Closed -$117K – 438
2019
Q2 		$117K Buy
+2,061
New +$112K 0.05% 133

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthStone's ORCL Position: Q1 2021 in Review

WealthStone increased its Oracle (ORCL) stake by 12% in Q1 2021, buying an estimated $30.2K and bringing the position to 4,359 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #152.

WealthStone first reported a position in ORCL in Q2 2019 and has held it in 3 quarters since. 2,042 funds tracked by Wall St. Rank hold ORCL as of Q1 2021.

  • WealthStone held 4,359 shares of Oracle worth $305K as of Q1 2021.
  • WealthStone bought 467 Oracle shares in Q1 2021, an estimated $30.2K.
  • Oracle made up 0.11% of WealthStone's portfolio in Q1 2021, its #152 holding.
  • WealthStone first reported a position in Oracle in Q2 2019 and has held it in 3 quarters since.
  • 2,042 funds tracked by Wall St. Rank held Oracle as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.