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Blooom Inc’s Oracle ORCL Stock Holding History

Blooom Inc’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 		– Sell
-307
Closed -$207K – 50
2022
Q1 		$207K Sell
307
-290
-49% -$23.5K 0.17% 43
2021
Q4 		$422K Sell
597
-106
-15% -$9.95K 0.32% 27
2021
Q3 		$514K Buy
703
+3
+0.4% +$265 0.43% 23
2021
Q2 		$440K Buy
700
+2
+0.3% +$157 0.33% 30
2021
Q1 		$395K Buy
698
+25
+4% +$1.62K 0.31% 32
2020
Q4 		$347K Buy
+673
New +$40.1K 0.28% 30

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blooom Inc's ORCL Position: Q2 2022 in Review

Blooom Inc sold out of Oracle (ORCL) in Q2 2022, closing a stake of 307 shares — an estimated $207K sold.

Blooom Inc first reported a position in ORCL in Q4 2020 and held it in 6 quarters. The position peaked at $514K in Q3 2021. 2,192 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

  • Blooom Inc reported no remaining Oracle position as of Q2 2022 after selling out during the quarter.
  • Blooom Inc sold 307 Oracle shares in Q2 2022, an estimated $207K.
  • Blooom Inc first reported a position in Oracle in Q4 2020 and held it in 6 quarters.
  • Blooom Inc's Oracle position peaked at $514K in Q3 2021.
  • 2,192 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on Blooom Inc's 13F filing for Q2 2022, filed 1 Aug 2022.