ARS
ORCL icon

Adirondack Retirement Specialists’s Oracle ORCL Stock Holding History

Adirondack Retirement Specialists’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
2023
Q3 		– Sell
-600
Closed -$71.5K – 95
2023
Q2 		$71.5K Hold
600
– – 0.06% 32
2023
Q1 		$56.4K Hold
600
– – 0.05% 40
2022
Q4 		$49K Hold
600
– – 0.06% 29
2022
Q3 		$37K Buy
+600
New +$43.9K 0.04% 36

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adirondack Retirement Specialists's ORCL Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Oracle (ORCL) in Q3 2023, closing a stake of 600 shares — an estimated $71.5K sold.

Adirondack Retirement Specialists first reported a position in ORCL in Q3 2022 and held it in 4 quarters. The position peaked at $71.5K in Q2 2023. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 600 Oracle shares in Q3 2023, an estimated $71.5K.
  • Adirondack Retirement Specialists first reported a position in Oracle in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Oracle position peaked at $71.5K in Q2 2023.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.