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Benedetti & Gucer’s Oracle ORCL Stock Holding History

Benedetti & Gucer’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 		$303K Sell
2,409
-762
-24% -$87.2K 0.15% 110
2023
Q4 		$334K Sell
3,171
-100
-3% -$10.9K 0.18% 99
2023
Q3 		$346K Sell
3,271
-600
-15% -$69.5K 0.19% 91
2023
Q2 		$461K Sell
3,871
-164
-4% -$17K 0.24% 74
2023
Q1 		$375K Buy
+4,035
New +$354K 0.22% 91
2021
Q2 		– Sell
-3,100
Closed -$217K – 92
2021
Q1 		$217K Buy
+3,100
New +$201K 0.2% 76

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Benedetti & Gucer's ORCL Position: Q1 2024 in Review

Benedetti & Gucer reduced its Oracle (ORCL) stake by 24% in Q1 2024, selling an estimated $87.2K and leaving 2,409 shares worth $303K. The position accounts for 0.15% of the portfolio, ranked #110.

Benedetti & Gucer first reported a position in ORCL in Q1 2021 and has held it in 6 quarters since. The position peaked at $461K in Q2 2023. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

  • Benedetti & Gucer held 2,409 shares of Oracle worth $303K as of Q1 2024.
  • Benedetti & Gucer sold 762 Oracle shares in Q1 2024, an estimated $87.2K.
  • Oracle made up 0.15% of Benedetti & Gucer's portfolio in Q1 2024, its #110 holding.
  • Benedetti & Gucer first reported a position in Oracle in Q1 2021 and has held it in 6 quarters since.
  • Benedetti & Gucer's Oracle position peaked at $461K in Q2 2023.
  • 2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.