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Anatole Investment Management’s Oracle ORCL Stock Holding History

Anatole Investment Management’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
-431,442
Closed -$45.7M – 18
2023
Q3 		$45.7M Sell
431,442
-286,290
-40% -$33.1M 7.72% 7
2023
Q2 		$85.5M Buy
+717,732
New +$74.2M 15.11% 3

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

Anatole Investment Management's ORCL Position: Q4 2023 in Review

Anatole Investment Management sold out of Oracle (ORCL) in Q4 2023, closing a stake of 431,442 shares — an estimated $45.7M sold.

Anatole Investment Management first reported a position in ORCL in Q2 2023 and held it in 2 quarters. The position peaked at $85.5M in Q2 2023. 2,694 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

  • Anatole Investment Management reported no remaining Oracle position as of Q4 2023 after selling out during the quarter.
  • Anatole Investment Management sold 431,442 Oracle shares in Q4 2023, an estimated $45.7M.
  • Anatole Investment Management first reported a position in Oracle in Q2 2023 and held it in 2 quarters.
  • Anatole Investment Management's Oracle position peaked at $85.5M in Q2 2023.
  • 2,694 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on Anatole Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.