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Bivin & Associates’s Oracle ORCL Stock Holding History

Bivin & Associates’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
Q2 		$21K Hold
300
– – 0.02% 127
2022
Q1 		$25K Sell
300
-100
-25% -$8.1K 0.02% 128
2021
Q4 		$35K Buy
+400
New +$37.6K 0.03% 108

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 $59.9B AUM 27.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bivin & Associates's ORCL Position: Q2 2022 in Review

Bivin & Associates held its Oracle (ORCL) position steady in Q2 2022 at 300 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #127.

Bivin & Associates first reported a position in ORCL in Q4 2021 and has held it in 3 quarters since. The position peaked at $35K in Q4 2021. 2,192 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

  • Bivin & Associates held 300 shares of Oracle worth $21K as of Q2 2022.
  • Bivin & Associates left its Oracle share count unchanged in Q2 2022.
  • Oracle made up 0.02% of Bivin & Associates's portfolio in Q2 2022, its #127 holding.
  • Bivin & Associates first reported a position in Oracle in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Oracle position peaked at $35K in Q4 2021.
  • 2,192 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.