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AFS Financial Group’s Oracle ORCL Stock Holding History

AFS 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
Q4 		– Sell
-4,451
Closed -$471K – 91
2023
Q3 		$471K Hold
4,451
– – 0.32% 55
2023
Q2 		$530K Hold
4,451
– – 0.34% 51
2023
Q1 		$414K Sell
4,451
-359
-7% -$31.5K 0.28% 59
2022
Q4 		$393K Buy
+4,810
New +$366K 0.28% 60

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AFS Financial Group's ORCL Position: Q4 2023 in Review

AFS Financial Group sold out of Oracle (ORCL) in Q4 2023, closing a stake of 4,451 shares — an estimated $471K sold.

AFS Financial Group first reported a position in ORCL in Q4 2022 and held it in 4 quarters. The position peaked at $530K in Q2 2023. 2,694 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

  • AFS Financial Group reported no remaining Oracle position as of Q4 2023 after selling out during the quarter.
  • AFS Financial Group sold 4,451 Oracle shares in Q4 2023, an estimated $471K.
  • AFS Financial Group first reported a position in Oracle in Q4 2022 and held it in 4 quarters.
  • AFS Financial Group's Oracle position peaked at $530K in Q2 2023.
  • 2,694 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.