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Baron Financial Group’s Oracle ORCL Stock Holding History

Baron 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
2022
Q3 		– Sell
-507
Closed -$35.4K – 150
2022
Q2 		$35.4K Buy
507
+2
+0.4% +$146 0.02% 97
2022
Q1 		$41.8K Buy
505
+1
+0.2% +$81 0.02% 99
2021
Q4 		$43.9K Buy
504
+1
+0.2% +$94 0.02% 100
2021
Q3 		$43.8K Buy
503
+1
+0.2% +$88 0.03% 96
2021
Q2 		$39K Buy
502
+2
+0.4% +$157 0.02% 107
2021
Q1 		$35.1K Buy
500
+1
+0.2% +$65 0.02% 111
2020
Q4 		$32.3K Buy
499
+1
+0.2% +$60 0.03% 110
2020
Q3 		$29.7K Buy
+498
New +$28.3K 0.03% 115

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baron Financial Group's ORCL Position: Q3 2022 in Review

Baron Financial Group sold out of Oracle (ORCL) in Q3 2022, closing a stake of 507 shares — an estimated $35.4K sold.

Baron Financial Group first reported a position in ORCL in Q3 2020 and held it in 8 quarters. The position peaked at $43.9K in Q4 2021. 2,104 funds tracked by Wall St. Rank hold ORCL as of Q3 2022.

  • Baron Financial Group reported no remaining Oracle position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 507 Oracle shares in Q3 2022, an estimated $35.4K.
  • Baron Financial Group first reported a position in Oracle in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Oracle position peaked at $43.9K in Q4 2021.
  • 2,104 funds tracked by Wall St. Rank held Oracle as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.