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Carmichael Hill & Associates’s Oracle ORCL Stock Holding History

Carmichael Hill & Associates’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
Q3 		– Hold
0
– – – 241
2024
Q2 		– Hold
0
– – – 246
2024
Q1 		– Hold
0
– – – 266
2023
Q4 		– Hold
0
– – – 255
2023
Q3 		– Hold
0
– – – 256
2023
Q2 		– Hold
0
– – – 248
2023
Q1 		– Hold
0
– – – 411
2022
Q4 		– Hold
0
– – – 404
2022
Q3 		– Hold
0
– – – 442
2022
Q2 		– Sell
-400
Closed -$29.3K – 417
2022
Q1 		$34K Sell
400
-500
-56% -$40.5K 0.02% 426
2021
Q4 		$78K Buy
900
+200
+29% +$18.8K 0.04% 284
2021
Q3 		$61K Hold
700
– – 0.03% 318
2021
Q2 		$55K Buy
700
+200
+40% +$15.7K 0.03% 331
2021
Q1 		$35K Hold
500
– – 0.02% 405
2020
Q4 		$32K Hold
500
– – 0.02% 392
2020
Q3 		$30K Buy
+500
New +$28.4K 0.02% 374

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Carmichael Hill & Associates's ORCL Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Oracle (ORCL) stake by 3.9% in Q3 2024, buying an estimated $14.1K and bringing the position to 2,555 shares worth $435K. The position accounts for 0.15% of the portfolio, ranked #111.

Carmichael Hill & Associates first reported a position in ORCL in Q4 2017 and has held it in 27 quarters since. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Carmichael Hill & Associates held 2,555 shares of Oracle worth $435K as of Q3 2024.
  • Carmichael Hill & Associates bought 97 Oracle shares in Q3 2024, an estimated $14.1K.
  • Oracle made up 0.15% of Carmichael Hill & Associates's portfolio in Q3 2024, its #111 holding.
  • Carmichael Hill & Associates first reported a position in Oracle in Q4 2017 and has held it in 27 quarters since.
  • 3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.