Wheatland Advisors’s Oracle ORCL Stock Holding History

Wheatland 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
2020 Q1	–	Sell	-6,149	Closed	-$326K	–	73
2019 Q4	$326K	Sell	6,149 -1	-0%	-$55	0.42%	73
2019 Q3	$338K	Sell	6,150 -200	-3%	-$11K	0.31%	75
2019 Q2	$362K	Hold	6,350	–	–	0.27%	79
2019 Q1	$341K	Hold	6,350	–	–	0.26%	81
2018 Q4	$287K	Hold	6,350	–	–	0.25%	81
2018 Q3	$327K	Hold	6,350	–	–	0.25%	84
2018 Q2	$280K	Hold	6,350	–	–	0.23%	86
2018 Q1	$291K	Hold	6,350	–	–	0.24%	84
2017 Q4	$300K	Buy	6,350 +200	+3%	+$9.81K	0.24%	84
2017 Q3	$297K	Hold	6,150	–	–	0.25%	83
2017 Q2	$308K	Hold	6,150	–	–	0.28%	80
2017 Q1	$274K	Hold	6,150	–	–	0.24%	82
2016 Q4	$236K	Hold	6,150	–	–	0.21%	85
2016 Q3	$242K	Hold	6,150	–	–	0.23%	85
2016 Q2	$252K	Sell	6,150 -50	-0.8%	-$2K	0.24%	81
2016 Q1	$254K	Hold	6,200	–	–	0.26%	80
2015 Q4	$226K	Sell	6,200 -100	-2%	-$3.82K	0.23%	81
2015 Q3	$228K	Hold	6,300	–	–	0.25%	80
2015 Q2	$254K	Hold	6,300	–	–	0.24%	82
2015 Q1	$272K	Hold	6,300	–	–	0.27%	75
2014 Q4	$283K	Hold	6,300	–	–	0.28%	76
2014 Q3	$241K	Hold	6,300	–	–	0.24%	77
2014 Q2	$2.14M	Sell	6,300 -1,150	-15%	-$47.3K	1.95%	17
2014 Q1	$305K	Hold	7,450	–	–	0.31%	71
2013 Q4	$285K	Buy	+7,450	New	+$256K	0.3%	72

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wheatland Advisors's ORCL Position: Q1 2020 in Review

Wheatland Advisors sold out of Oracle (ORCL) in Q1 2020, closing a stake of 6,149 shares — an estimated $326K sold.

Wheatland Advisors first reported a position in ORCL in Q4 2013 and held it in 25 quarters. The position peaked at $2.14M in Q2 2014. 1,798 funds tracked by Wall St. Rank hold ORCL as of Q1 2020.

Wheatland Advisors reported no remaining Oracle position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 6,149 Oracle shares in Q1 2020, an estimated $326K.
Wheatland Advisors first reported a position in Oracle in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's Oracle position peaked at $2.14M in Q2 2014.
1,798 funds tracked by Wall St. Rank held Oracle as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.