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Advanced Research Investment Solutions’s Oracle ORCL Stock Holding History

Advanced Research Investment Solutions’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
2022
Q4 		– Sell
-166
Closed -$10K – 112
2022
Q3 		$10K Hold
166
– – 0.01% 129
2022
Q2 		$12K Hold
166
– – 0.01% 80
2022
Q1 		$14K Buy
+166
New +$13.4K 0.01% 118

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advanced Research Investment Solutions's ORCL Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Oracle (ORCL) in Q4 2022, closing a stake of 166 shares — an estimated $10K sold.

Advanced Research Investment Solutions first reported a position in ORCL in Q1 2022 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 2,299 funds tracked by Wall St. Rank hold ORCL as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining Oracle position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 166 Oracle shares in Q4 2022, an estimated $10K.
  • Advanced Research Investment Solutions first reported a position in Oracle in Q1 2022 and held it in 3 quarters.
  • Advanced Research Investment Solutions's Oracle position peaked at $14K in Q1 2022.
  • 2,299 funds tracked by Wall St. Rank held Oracle as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.