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Bourgeon Capital Management’s Oracle ORCL Stock Holding History

Bourgeon Capital 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
Q1 		– Sell
-10
Closed -$1.05K – 288
2023
Q4 		$1.05K Hold
10
– – ﹤0.01% 332
2023
Q3 		$1.06K Hold
10
– – ﹤0.01% 308
2023
Q2 		$1.19K Hold
10
– – ﹤0.01% 302
2023
Q1 		$930 Hold
10
– – ﹤0.01% 291
2022
Q4 		$817 Hold
10
– – ﹤0.01% 334
2022
Q3 		$1K Hold
10
– – ﹤0.01% 349
2022
Q2 		$1K Hold
10
– – ﹤0.01% 279
2022
Q1 		$1K Hold
10
– – ﹤0.01% 276
2021
Q4 		$1K Hold
10
– – ﹤0.01% 259
2021
Q3 		$1K Buy
+10
New +$883 ﹤0.01% 269

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bourgeon Capital Management's ORCL Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Oracle (ORCL) in Q1 2024, closing a stake of 10 shares — an estimated $1.05K sold.

Bourgeon Capital Management first reported a position in ORCL in Q3 2021 and held it in 10 quarters. The position peaked at $1.19K in Q2 2023. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Oracle position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 10 Oracle shares in Q1 2024, an estimated $1.05K.
  • Bourgeon Capital Management first reported a position in Oracle in Q3 2021 and held it in 10 quarters.
  • Bourgeon Capital Management's Oracle position peaked at $1.19K in Q2 2023.
  • 2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.