Bill Gates’s Oracle ORCL Stock Holding History

Bill Gates’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	-39,800	Closed	-$4.22M	–	57
2023 Q3	$4.22M	Buy	+39,800	New	+$4.61M	0.01%	32

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bill Gates's ORCL Position: Q4 2023 in Review

Bill Gates sold out of Oracle (ORCL) in Q4 2023, closing a stake of 39,800 shares — an estimated $4.22M sold.

Bill Gates first reported a position in ORCL in Q3 2023 and held it in 1 quarter. The position peaked at $4.22M in Q3 2023. 2,698 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

Bill Gates reported no remaining Oracle position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 39,800 Oracle shares in Q4 2023, an estimated $4.22M.
Bill Gates first reported a position in Oracle in Q3 2023 and held it in 1 quarter.
Bill Gates's Oracle position peaked at $4.22M in Q3 2023.
2,698 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.