Cedar Brook Financial Partners’s Oracle ORCL Stock Holding History

Cedar Brook Financial Partners’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	-6,756	Closed	-$849K	–	281
2024 Q1	$849K	Sell	6,756 -46	-0.7%	-$5.26K	0.17%	142
2023 Q4	$713K	Buy	6,802 +2,247	+49%	+$245K	0.16%	146
2023 Q3	$482K	Buy	4,555 +43	+1%	+$4.98K	0.13%	179
2023 Q2	$537K	Sell	4,512 -21	-0.5%	-$2.17K	0.13%	167
2023 Q1	$421K	Buy	4,533 +52	+1%	+$4.56K	0.11%	203
2022 Q4	$366K	Sell	4,481 -347	-7%	-$26.4K	0.1%	223
2022 Q3	$295K	Buy	+4,828	New	+$353K	0.09%	246
2022 Q2	–	Sell	-2,847	Closed	-$236K	–	380
2022 Q1	$236K	Sell	2,847 -195	-6%	-$15.8K	0.06%	323
2021 Q4	$265K	Buy	3,042 +524	+21%	+$49.2K	0.07%	305
2021 Q3	$219K	Buy	+2,518	New	+$222K	0.07%	312

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cedar Brook Financial Partners's ORCL Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Oracle (ORCL) in Q2 2024, closing a stake of 6,756 shares — an estimated $849K sold.

Cedar Brook Financial Partners first reported a position in ORCL in Q3 2021 and held it in 10 quarters. The position peaked at $849K in Q1 2024. 2,915 funds tracked by Wall St. Rank hold ORCL as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Oracle position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 6,756 Oracle shares in Q2 2024, an estimated $849K.
Cedar Brook Financial Partners first reported a position in Oracle in Q3 2021 and held it in 10 quarters.
Cedar Brook Financial Partners's Oracle position peaked at $849K in Q1 2024.
2,915 funds tracked by Wall St. Rank held Oracle as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.