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Winchester Group’s Oracle ORCL Stock Holding History

Winchester Group’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
2013
Q3 		$662K Sell
19,975
-125
-0.6% -$4.05K 0.15% 133
2013
Q2 		$617K Buy
+20,100
New +$667K 0.13% 136

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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Winchester Group's ORCL Position: Q3 2013 in Review

Winchester Group reduced its Oracle (ORCL) stake by 0.62% in Q3 2013, selling an estimated $4.05K and leaving 19,975 shares worth $662K. The position accounts for 0.15% of the portfolio, ranked #133.

Winchester Group first reported a position in ORCL in Q2 2013 and has held it in 2 quarters since. 1,358 funds tracked by Wall St. Rank hold ORCL as of Q3 2013.

  • Winchester Group held 19,975 shares of Oracle worth $662K as of Q3 2013.
  • Winchester Group sold 125 Oracle shares in Q3 2013, an estimated $4.05K.
  • Oracle made up 0.15% of Winchester Group's portfolio in Q3 2013, its #133 holding.
  • Winchester Group first reported a position in Oracle in Q2 2013 and has held it in 2 quarters since.
  • 1,358 funds tracked by Wall St. Rank held Oracle as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.