Claraphi Advisory Network’s Oracle ORCL Stock Holding History

Claraphi Advisory Network’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 Q3	–	Sell	-4,015	Closed	-$281K	–	264
2022 Q2	$281K	Sell	4,015 -243	-6%	-$17.8K	0.1%	191
2022 Q1	$352K	Sell	4,258 -13,250	-76%	-$1.07M	0.1%	176
2021 Q4	$1.53M	Buy	17,508 +1,854	+12%	+$174K	0.53%	43
2021 Q3	$1.36M	Buy	+15,654	New	+$1.38M	0.48%	40
2020 Q2	–	Sell	-3,100	Closed	-$149K	–	903
2020 Q1	$149K	Buy	+3,100	New	+$160K	0.07%	250
2018 Q4	–	Sell	-4,320	Closed	-$222K	–	256
2018 Q3	$222K	Sell	4,320 -246	-5%	-$11.9K	0.12%	219
2018 Q2	$201K	Sell	4,566 -311	-6%	-$14.3K	0.13%	238
2018 Q1	$224K	Buy	+4,877	New	+$242K	0.16%	208

Other funds holding ORCL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Claraphi Advisory Network's ORCL Position: Q3 2022 in Review

Claraphi Advisory Network sold out of Oracle (ORCL) in Q3 2022, closing a stake of 4,015 shares — an estimated $281K sold.

Claraphi Advisory Network first reported a position in ORCL in Q1 2018 and held it in 8 quarters. The position peaked at $1.53M in Q4 2021. 2,104 funds tracked by Wall St. Rank hold ORCL as of Q3 2022.

Claraphi Advisory Network reported no remaining Oracle position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 4,015 Oracle shares in Q3 2022, an estimated $281K.
Claraphi Advisory Network first reported a position in Oracle in Q1 2018 and held it in 8 quarters.
Claraphi Advisory Network's Oracle position peaked at $1.53M in Q4 2021.
2,104 funds tracked by Wall St. Rank held Oracle as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.