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Carl Stuart Investment Advisor’s Oracle ORCL Stock Holding History

Carl Stuart Investment Advisor’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
-900
Closed -$745K – 76
2022
Q1 		$745K Buy
+900
New +$72.9K 0.05% 57

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 $59B AUM 32.99% 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

Carl Stuart Investment Advisor's ORCL Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Oracle (ORCL) in Q2 2022, closing a stake of 900 shares — an estimated $745K sold.

Carl Stuart Investment Advisor first reported a position in ORCL in Q1 2022 and held it in 1 quarter. The position peaked at $745K in Q1 2022. 2,191 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Oracle position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 900 Oracle shares in Q2 2022, an estimated $745K.
  • Carl Stuart Investment Advisor first reported a position in Oracle in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Oracle position peaked at $745K in Q1 2022.
  • 2,191 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.