Bickling Financial Services’s Oracle ORCL Stock Holding History

Bickling Financial 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
2022 Q4	$344K	Buy	4,212 +18	+0.4%	+$1.37K	0.21%	79
2022 Q3	$257K	Buy	4,194 +16	+0.4%	+$1.17K	0.17%	93
2022 Q2	$292K	Buy	4,178 +16	+0.4%	+$1.17K	0.19%	91
2022 Q1	$344K	Sell	4,162 -150	-3%	-$12.1K	0.18%	93
2021 Q4	$376K	Buy	4,312 +1,327	+44%	+$125K	0.18%	89
2021 Q3	$260K	Buy	2,985 +10	+0.3%	+$883	0.13%	98
2021 Q2	$232K	Sell	2,975 -209	-7%	-$16.4K	0.1%	117
2021 Q1	$223K	Buy	+3,184	New	+$206K	0.11%	105

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bickling Financial Services's ORCL Position: Q4 2022 in Review

Bickling Financial Services increased its Oracle (ORCL) stake by 0.43% in Q4 2022, buying an estimated $1.37K and bringing the position to 4,212 shares worth $344K. The position accounts for 0.21% of the portfolio, ranked #79.

Bickling Financial Services first reported a position in ORCL in Q1 2021 and has held it in 8 quarters since. The position peaked at $376K in Q4 2021. 2,300 funds tracked by Wall St. Rank hold ORCL as of Q4 2022.

Bickling Financial Services held 4,212 shares of Oracle worth $344K as of Q4 2022.
Bickling Financial Services bought 18 Oracle shares in Q4 2022, an estimated $1.37K.
Oracle made up 0.21% of Bickling Financial Services's portfolio in Q4 2022, its #79 holding.
Bickling Financial Services first reported a position in Oracle in Q1 2021 and has held it in 8 quarters since.
Bickling Financial Services's Oracle position peaked at $376K in Q4 2021.
2,300 funds tracked by Wall St. Rank held Oracle as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.