Affinia Financial Group’s Oracle ORCL Stock Holding History

Affinia Financial 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
2023 Q2	$212K	Buy	+1,836	New	+$190K	0.15%	34

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Affinia Financial Group's ORCL Position: Q2 2023 in Review

Affinia Financial Group opened a new position in Oracle (ORCL) in Q2 2023: 1,836 shares worth $212K. The stake represents 0.15% of the portfolio and ranks #34 among its holdings.

2,566 funds tracked by Wall St. Rank hold ORCL as of Q2 2023.

Affinia Financial Group held 1,836 shares of Oracle worth $212K as of Q2 2023.
Oracle was a new Affinia Financial Group position in Q2 2023.
Oracle made up 0.15% of Affinia Financial Group's portfolio in Q2 2023, its #34 holding.
2,566 funds tracked by Wall St. Rank held Oracle as of Q2 2023.

Based on Affinia Financial Group's 13F filing for Q2 2023, filed 8 Aug 2023.