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Ahrens Investment Partners’s Oracle ORCL Stock Holding History

Ahrens Investment Partners’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
Q1 		$48.8K Buy
+526
New +$46.1K 0.02% 324
2022
Q3 		– Sell
-501
Closed -$35K – 677
2022
Q2 		$35K Hold
501
– – 0.02% 397
2022
Q1 		$41K Buy
501
+1
+0.2% +$81 0.01% 431
2021
Q4 		$44K Buy
+500
New +$46.9K 0.02% 427

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ahrens Investment Partners's ORCL Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Oracle (ORCL) in Q1 2023: 526 shares worth $48.8K. The stake represents 0.02% of the portfolio and ranks #324 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ORCL as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ORCL in Q4 2021 and has held it in 4 quarters since. 2,349 funds tracked by Wall St. Rank hold ORCL as of Q1 2023.

  • Ahrens Investment Partners held 526 shares of Oracle worth $48.8K as of Q1 2023.
  • Oracle was a new Ahrens Investment Partners position in Q1 2023.
  • Oracle made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #324 holding.
  • Ahrens Investment Partners first reported a position in Oracle in Q4 2021 and has held it in 4 quarters since.
  • 2,349 funds tracked by Wall St. Rank held Oracle as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.