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Ables Iannone Moore & Associates’s Oracle ORCL Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q1 		– Sell
-582
Closed -$61.3K – 222
2023
Q4 		$61.3K Buy
+582
New +$63.5K 0.05% 83

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ables Iannone Moore & Associates's ORCL Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Oracle (ORCL) in Q1 2024, closing a stake of 582 shares — an estimated $61.3K sold.

Ables Iannone Moore & Associates first reported a position in ORCL in Q4 2023 and held it in 1 quarter. The position peaked at $61.3K in Q4 2023. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Oracle position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 582 Oracle shares in Q1 2024, an estimated $61.3K.
  • Ables Iannone Moore & Associates first reported a position in Oracle in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Oracle position peaked at $61.3K in Q4 2023.
  • 2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.