WCM
ORCL icon

Winton Capital Management’s Oracle ORCL Stock Holding History

Winton Capital Management’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
2014
Q1 		$43.3M Buy
1,059,325
+405,798
+62% +$15.4M 0.3% 130
2013
Q4 		$25M Buy
653,527
+160,383
+33% +$5.51M 0.22% 185
2013
Q3 		$16.4M Sell
493,144
-91,834
-16% -$2.98M 0.2% 199
2013
Q2 		$18M Buy
+584,978
New +$19.4M 0.22% 172

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Winton Capital Management's ORCL Position: Q1 2014 in Review

Winton Capital Management increased its Oracle (ORCL) stake by 62% in Q1 2014, buying an estimated $15.4M and bringing the position to 1,059,325 shares worth $43.3M. The position accounts for 0.3% of the portfolio, ranked #130.

Winton Capital Management first reported a position in ORCL in Q2 2013 and has held it in 4 quarters since. 1,478 funds tracked by Wall St. Rank hold ORCL as of Q1 2014.

  • Winton Capital Management held 1,059,325 shares of Oracle worth $43.3M as of Q1 2014.
  • Winton Capital Management bought 405,798 Oracle shares in Q1 2014, an estimated $15.4M.
  • Oracle made up 0.3% of Winton Capital Management's portfolio in Q1 2014, its #130 holding.
  • Winton Capital Management first reported a position in Oracle in Q2 2013 and has held it in 4 quarters since.
  • 1,478 funds tracked by Wall St. Rank held Oracle as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.