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American Planning Services’s Oracle ORCL Stock Holding History

American Planning Services’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
Q3 		$792K Buy
4,650
+50
+1% +$7.24K 0.63% 27
2024
Q2 		$650K Hold
4,600
– – 0.46% 29
2024
Q1 		$578K Hold
4,600
– – 0.42% 20
2023
Q4 		$485K Hold
4,600
– – 0.37% 21
2023
Q3 		$487K Hold
4,600
– – 0.32% 20
2023
Q2 		$548K Hold
4,600
– – 0.36% 19
2023
Q1 		$427K Hold
4,600
– – 0.29% 18
2022
Q4 		$376K Buy
4,600
+4,596
+114,900% +$349K 0.38% 15
2022
Q3 		$281 Sell
4
-4,596
-100% -$336K 0.35% 20
2022
Q2 		$321K Hold
4,600
– – 0.36% 20
2022
Q1 		$381K Hold
4,600
– – 0.41% 18
2021
Q4 		$401K Buy
+4,600
New +$432K 0.36% 16

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

American Planning Services's ORCL Position: Q3 2024 in Review

American Planning Services increased its Oracle (ORCL) stake by 1.1% in Q3 2024, buying an estimated $7.24K and bringing the position to 4,650 shares worth $792K. The position accounts for 0.63% of the portfolio, ranked #27.

American Planning Services first reported a position in ORCL in Q4 2021 and has held it in 12 quarters since. 3,073 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • American Planning Services held 4,650 shares of Oracle worth $792K as of Q3 2024.
  • American Planning Services bought 50 Oracle shares in Q3 2024, an estimated $7.24K.
  • Oracle made up 0.63% of American Planning Services's portfolio in Q3 2024, its #27 holding.
  • American Planning Services first reported a position in Oracle in Q4 2021 and has held it in 12 quarters since.
  • 3,073 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.