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Buckingham Capital Management (Ohio)’s Oracle ORCL Stock Holding History

Buckingham Capital Management (Ohio)’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 		$3.01M Buy
18,053
+2,880
+19% +$512K 0.35% 52
2024
Q3 		$2.59M Buy
15,173
+1,843
+14% +$267K 0.3% 59
2024
Q2 		$1.88M Buy
13,330
+110
+0.8% +$13.7K 0.23% 64
2024
Q1 		$1.66M Buy
13,220
+313
+2% +$35.8K 0.2% 70
2023
Q4 		$1.36M Buy
12,907
+987
+8% +$108K 0.18% 74
2023
Q3 		$1.26M Buy
11,920
+859
+8% +$99.4K 0.19% 74
2023
Q2 		$1.32M Buy
11,061
+8,607
+351% +$890K 0.2% 69
2023
Q1 		$228K Hold
2,454
– – 0.04% 106
2022
Q4 		$201K Buy
+2,454
New +$186K 0.03% 111
2022
Q2 		– Sell
-2,710
Closed -$224K – 122
2022
Q1 		$224K Hold
2,710
– – 0.04% 110
2021
Q4 		$236K Sell
2,710
-120
-4% -$11.3K 0.04% 111
2021
Q3 		$247K Hold
2,830
– – 0.04% 109
2021
Q2 		$220K Buy
+2,830
New +$222K 0.04% 117
2017
Q1 		– Sell
-9,040
Closed -$348K – 145
2016
Q4 		$348K Sell
9,040
-2,720
-23% -$106K 0.09% 127
2016
Q3 		$462K Sell
11,760
-11,316
-49% -$461K 0.12% 124
2016
Q2 		$945K Sell
23,076
-25,380
-52% -$1.01M 0.25% 101
2016
Q1 		$1.98M Sell
48,456
-23,481
-33% -$869K 0.54% 57
2015
Q4 		$2.63M Sell
71,937
-9,240
-11% -$353K 0.74% 36
2015
Q3 		$2.93M Sell
81,177
-5,648
-7% -$217K 0.86% 25
2015
Q2 		$3.52M Sell
86,825
-385
-0.4% -$16.7K 0.98% 21
2015
Q1 		$3.76M Sell
87,210
-5,135
-6% -$223K 1.08% 19
2014
Q4 		$4.15M Buy
92,345
+829
+0.9% +$33.7K 1.24% 13
2014
Q3 		$3.5M Buy
91,516
+2,475
+3% +$100K 1.09% 21
2014
Q2 		$3.61M Buy
89,041
+1,046
+1% +$43K 1.14% 17
2014
Q1 		$3.6M Buy
87,995
+3,675
+4% +$140K 1.21% 16
2013
Q4 		$3.23M Buy
84,320
+5,572
+7% +$192K 1.13% 19
2013
Q3 		$2.66M Buy
78,748
+1,104
+1% +$35.8K 1.08% 19
2013
Q2 		$2.38M Buy
+77,644
New +$2.58M 0.98% 26

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

Buckingham Capital Management (Ohio)'s ORCL Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its Oracle (ORCL) stake by 19% in Q4 2024, buying an estimated $512K and bringing the position to 18,053 shares worth $3.01M. The position accounts for 0.35% of the portfolio, ranked #52.

Buckingham Capital Management (Ohio) first reported a position in ORCL in Q2 2013 and has held it in 28 quarters since. The position peaked at $4.15M in Q4 2014. 3,343 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 18,053 shares of Oracle worth $3.01M as of Q4 2024.
  • Buckingham Capital Management (Ohio) bought 2,880 Oracle shares in Q4 2024, an estimated $512K.
  • Oracle made up 0.35% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #52 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Oracle in Q2 2013 and has held it in 28 quarters since.
  • Buckingham Capital Management (Ohio)'s Oracle position peaked at $4.15M in Q4 2014.
  • 3,343 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.