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Cedar Wealth Management’s Oracle ORCL Stock Holding History

Cedar Wealth Management’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 		– Sell
-573
Closed -$97.6K – 227
2024
Q3 		$97.6K Hold
573
– – 0.03% 128
2024
Q2 		$80.9K Hold
573
– – 0.03% 139
2024
Q1 		$72K Buy
+573
New +$65.6K 0.02% 149
2023
Q1 		– Sell
-640
Closed -$52.3K – 306
2022
Q4 		$52.3K Hold
640
– – 0.03% 141
2022
Q3 		$39K Sell
640
-64
-9% -$4.69K 0.02% 178
2022
Q2 		$49K Hold
704
– – 0.02% 170
2022
Q1 		$58K Hold
704
– – 0.02% 177
2021
Q4 		$61K Hold
704
– – 0.02% 175
2021
Q3 		$61K Hold
704
– – 0.03% 151
2021
Q2 		$55K Sell
704
-243
-26% -$19K 0.02% 163
2021
Q1 		$66K Buy
+947
New +$61.3K 0.03% 146

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

Cedar Wealth Management's ORCL Position: Q4 2024 in Review

Cedar Wealth Management sold out of Oracle (ORCL) in Q4 2024, closing a stake of 573 shares — an estimated $97.6K sold.

Cedar Wealth Management first reported a position in ORCL in Q1 2021 and held it in 11 quarters. The position peaked at $97.6K in Q3 2024. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Cedar Wealth Management reported no remaining Oracle position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 573 Oracle shares in Q4 2024, an estimated $97.6K.
  • Cedar Wealth Management first reported a position in Oracle in Q1 2021 and held it in 11 quarters.
  • Cedar Wealth Management's Oracle position peaked at $97.6K in Q3 2024.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.