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Westwood Management Corporation’s Oracle ORCL Stock Holding History

Westwood Management Corporation’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
2015
Q1 		– Sell
-12,900
Closed -$580K – 94
2014
Q4 		$580K Buy
+12,900
New +$525K 0.1% 55

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Westwood Management Corporation's ORCL Position: Q1 2015 in Review

Westwood Management Corporation sold out of Oracle (ORCL) in Q1 2015, closing a stake of 12,900 shares — an estimated $580K sold.

Westwood Management Corporation first reported a position in ORCL in Q4 2014 and held it in 1 quarter. The position peaked at $580K in Q4 2014. 1,562 funds tracked by Wall St. Rank hold ORCL as of Q1 2015.

  • Westwood Management Corporation reported no remaining Oracle position as of Q1 2015 after selling out during the quarter.
  • Westwood Management Corporation sold 12,900 Oracle shares in Q1 2015, an estimated $580K.
  • Westwood Management Corporation first reported a position in Oracle in Q4 2014 and held it in 1 quarter.
  • Westwood Management Corporation's Oracle position peaked at $580K in Q4 2014.
  • 1,562 funds tracked by Wall St. Rank held Oracle as of Q1 2015.

Based on Westwood Management Corporation's 13F filing for Q1 2015, filed 21 Apr 2015.