BFM
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Boston Financial Management’s Oracle ORCL Stock Holding History

Boston Financial Management’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
Q4 		$2.5M Buy
15,010
+697
+5% +$124K 0.08% 134
2024
Q3 		$2.44M Buy
14,313
+50
+0.4% +$7.24K 0.07% 136
2024
Q2 		$2.01M Buy
14,263
+65
+0.5% +$8.07K 0.06% 144
2024
Q1 		$1.78M Buy
14,198
+186
+1% +$21.3K 0.06% 149
2023
Q4 		$1.48M Buy
14,012
+282
+2% +$30.8K 0.05% 159
2023
Q3 		$1.45M Sell
13,730
-489
-3% -$56.6K 0.05% 149
2023
Q2 		$1.69M Buy
14,219
+500
+4% +$51.7K 0.06% 151
2023
Q1 		$1.27M Buy
13,719
+457
+3% +$40.1K 0.05% 159
2022
Q4 		$1.08M Buy
13,262
+472
+4% +$35.9K 0.04% 170
2022
Q3 		$781K Buy
12,790
+1,618
+14% +$118K 0.03% 185
2022
Q2 		$781K Buy
11,172
+4,233
+61% +$310K 0.03% 177
2022
Q1 		$574K Buy
6,939
+795
+13% +$64.4K 0.02% 198
2021
Q4 		$536K Hold
6,144
– – 0.02% 188
2021
Q3 		$535K Sell
6,144
-225
-4% -$19.9K 0.02% 182
2021
Q2 		$496K Hold
6,369
– – 0.02% 182
2021
Q1 		$447K Sell
6,369
-856
-12% -$55.4K 0.02% 178
2020
Q4 		$467K Hold
7,225
– – 0.02% 171
2020
Q3 		$431K Hold
7,225
– – 0.02% 174
2020
Q2 		$399K Sell
7,225
-700
-9% -$37.1K 0.02% 176
2020
Q1 		$383K Sell
7,925
-1,600
-17% -$82.6K 0.02% 174
2019
Q4 		$505K Sell
9,525
-54
-0.6% -$2.97K 0.03% 169
2019
Q3 		$527K Sell
9,579
-568
-6% -$31.4K 0.03% 173
2019
Q2 		$578K Sell
10,147
-1,000
-9% -$54.1K 0.03% 168
2019
Q1 		$599K Sell
11,147
-471
-4% -$24K 0.04% 169
2018
Q4 		$525K Buy
11,618
+89
+0.8% +$4.26K 0.04% 178
2018
Q3 		$594K Sell
11,529
-4,150
-26% -$202K 0.04% 196
2018
Q2 		$691K Sell
15,679
-26,915
-63% -$1.24M 0.05% 171
2018
Q1 		$1.95M Sell
42,594
-5,246
-11% -$261K 0.13% 129
2017
Q4 		$2.26M Sell
47,840
-2,740
-5% -$134K 0.15% 127
2017
Q3 		$2.45M Sell
50,580
-3,326
-6% -$165K 0.17% 127
2017
Q2 		$2.7M Sell
53,906
-8,605
-14% -$392K 0.19% 131
2017
Q1 		$2.79M Sell
62,511
-7,998
-11% -$333K 0.21% 132
2016
Q4 		$2.71M Sell
70,509
-6,144
-8% -$240K 0.21% 138
2016
Q3 		$3.01M Sell
76,653
-10,662
-12% -$434K 0.25% 130
2016
Q2 		$3.57M Buy
87,315
+1,535
+2% +$61.3K 0.29% 120
2016
Q1 		$3.51M Sell
85,780
-44,635
-34% -$1.65M 0.53% 72
2015
Q4 		$4.76M Sell
130,415
-39,662
-23% -$1.51M 0.68% 54
2015
Q3 		$6.14M Sell
170,077
-15,126
-8% -$582K 0.87% 35
2015
Q2 		$7.46M Buy
185,203
+3,933
+2% +$171K 0.96% 32
2015
Q1 		$7.82M Buy
181,270
+7,286
+4% +$316K 0.98% 30
2014
Q4 		$7.82M Buy
173,984
+7,265
+4% +$296K 0.98% 27
2014
Q3 		$6.38M Buy
166,719
+14,875
+10% +$602K 0.84% 39
2014
Q2 		$6.15M Buy
151,844
+6,324
+4% +$260K 0.81% 42
2014
Q1 		$5.95M Buy
145,520
+15,714
+12% +$598K 0.8% 40
2013
Q4 		$4.97M Buy
129,806
+31,396
+32% +$1.08M 0.68% 48
2013
Q3 		$3.26M Buy
98,410
+12,610
+15% +$409K 0.49% 66
2013
Q2 		$2.63M Buy
+85,800
New +$2.85M 0.41% 73

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Boston Financial Management's ORCL Position: Q4 2024 in Review

Boston Financial Management increased its Oracle (ORCL) stake by 4.9% in Q4 2024, buying an estimated $124K and bringing the position to 15,010 shares worth $2.5M. The position accounts for 0.08% of the portfolio, ranked #134.

Boston Financial Management first reported a position in ORCL in Q2 2013 and has held it in 47 quarters since. The position peaked at $7.82M in Q4 2014. 3,343 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Boston Financial Management held 15,010 shares of Oracle worth $2.5M as of Q4 2024.
  • Boston Financial Management bought 697 Oracle shares in Q4 2024, an estimated $124K.
  • Oracle made up 0.08% of Boston Financial Management's portfolio in Q4 2024, its #134 holding.
  • Boston Financial Management first reported a position in Oracle in Q2 2013 and has held it in 47 quarters since.
  • Boston Financial Management's Oracle position peaked at $7.82M in Q4 2014.
  • 3,343 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.