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Cavalier Investments’s Oracle ORCL Stock Holding History

Cavalier Investments’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
Q2 		– Sell
-10,141
Closed -$1.27M – 82
2024
Q1 		$1.27M Buy
10,141
+560
+6% +$64.1K 0.46% 51
2023
Q4 		$1.01M Buy
9,581
+217
+2% +$23.7K 0.37% 59
2023
Q3 		$992K Buy
9,364
+314
+3% +$36.3K 0.39% 64
2023
Q2 		$1.08M Buy
9,050
+555
+7% +$57.4K 0.39% 60
2023
Q1 		$789K Buy
8,495
+464
+6% +$40.7K 0.32% 47
2022
Q4 		$656K Sell
8,031
-400
-5% -$30.4K 0.24% 70
2022
Q3 		$515K Sell
8,431
-710
-8% -$52K 0.19% 87
2022
Q2 		$639K Buy
9,141
+137
+2% +$10K 0.22% 87
2022
Q1 		$745K Buy
9,004
+657
+8% +$53.2K 0.19% 91
2021
Q4 		$728K Buy
+8,347
New +$784K 0.19% 87

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cavalier Investments's ORCL Position: Q2 2024 in Review

Cavalier Investments sold out of Oracle (ORCL) in Q2 2024, closing a stake of 10,141 shares — an estimated $1.27M sold.

Cavalier Investments first reported a position in ORCL in Q4 2021 and held it in 10 quarters. The position peaked at $1.27M in Q1 2024. 2,915 funds tracked by Wall St. Rank hold ORCL as of Q2 2024.

  • Cavalier Investments reported no remaining Oracle position as of Q2 2024 after selling out during the quarter.
  • Cavalier Investments sold 10,141 Oracle shares in Q2 2024, an estimated $1.27M.
  • Cavalier Investments first reported a position in Oracle in Q4 2021 and held it in 10 quarters.
  • Cavalier Investments's Oracle position peaked at $1.27M in Q1 2024.
  • 2,915 funds tracked by Wall St. Rank held Oracle as of Q2 2024.

Based on Cavalier Investments's 13F filing for Q2 2024, filed 2 Aug 2024.