AJOVista’s Oracle ORCL Stock Holding History

AJOVista’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
2024 Q1	–	Sell	-1,250	Closed	-$132K	–	310
2023 Q4	$132K	Buy	+1,250	New	+$136K	0.17%	141

Other funds holding ORCL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AJOVista's ORCL Position: Q1 2024 in Review

AJOVista sold out of Oracle (ORCL) in Q1 2024, closing a stake of 1,250 shares — an estimated $132K sold.

AJOVista first reported a position in ORCL in Q4 2023 and held it in 1 quarter. The position peaked at $132K in Q4 2023. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

AJOVista reported no remaining Oracle position as of Q1 2024 after selling out during the quarter.
AJOVista sold 1,250 Oracle shares in Q1 2024, an estimated $132K.
AJOVista first reported a position in Oracle in Q4 2023 and held it in 1 quarter.
AJOVista's Oracle position peaked at $132K in Q4 2023.
2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.