CPA
ORCL icon

Clear Perspective Advisors’s Oracle ORCL Stock Holding History

Clear Perspective Advisors’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
2021
Q4 		$1.17M Buy
13,409
+575
+4% +$54K 0.35% 49
2021
Q3 		$1.12M Sell
12,834
-90
-0.7% -$7.95K 0.38% 45
2021
Q2 		$1.01M Buy
12,924
+98
+0.8% +$7.67K 0.35% 53
2021
Q1 		$900K Buy
12,826
+748
+6% +$48.4K 0.35% 59
2020
Q4 		$781K Sell
12,078
-636
-5% -$37.9K 0.32% 56
2020
Q3 		$2.8K Sell
12,714
-68
-0.5% -$3.86K 1.31% 16
2020
Q2 		$706K Hold
12,782
– – 0.39% 48
2020
Q1 		$618K Sell
12,782
-2,844
-18% -$147K 0.41% 48
2019
Q4 		$828K Buy
15,626
+233
+2% +$12.8K 0.51% 49
2019
Q3 		$847K Sell
15,393
-50
-0.3% -$2.76K 0.38% 58
2019
Q2 		$880K Buy
15,443
+150
+1% +$8.12K 0.56% 43
2019
Q1 		$833K Sell
15,293
-2,489
-14% -$127K 0.59% 47
2018
Q4 		$803K Buy
17,782
+321
+2% +$15.4K 0.67% 38
2018
Q3 		$900K Sell
17,461
-264
-1% -$12.8K 0.67% 40
2018
Q2 		$781K Sell
17,725
-12
-0.1% -$553 0.55% 47
2018
Q1 		$811K Sell
17,737
-4,943
-22% -$246K 0.61% 39
2017
Q4 		$1.07M Buy
22,680
+323
+1% +$15.8K 0.82% 27
2017
Q3 		$1.08M Sell
22,357
-13
-0.1% -$647 0.88% 26
2017
Q2 		$1.12M Buy
22,370
+1,090
+5% +$49.7K 0.94% 30
2017
Q1 		$949K Sell
21,280
-310
-1% -$12.9K 0.63% 35
2016
Q4 		$830K Buy
+21,590
New +$844K 0.55% 40

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspective Advisors's ORCL Position: Q4 2021 in Review

Clear Perspective Advisors increased its Oracle (ORCL) stake by 4.5% in Q4 2021, buying an estimated $54K and bringing the position to 13,409 shares worth $1.17M. The position accounts for 0.35% of the portfolio, ranked #49.

Clear Perspective Advisors first reported a position in ORCL in Q4 2016 and has held it in 21 quarters since. 2,300 funds tracked by Wall St. Rank hold ORCL as of Q4 2021.

  • Clear Perspective Advisors held 13,409 shares of Oracle worth $1.17M as of Q4 2021.
  • Clear Perspective Advisors bought 575 Oracle shares in Q4 2021, an estimated $54K.
  • Oracle made up 0.35% of Clear Perspective Advisors's portfolio in Q4 2021, its #49 holding.
  • Clear Perspective Advisors first reported a position in Oracle in Q4 2016 and has held it in 21 quarters since.
  • 2,300 funds tracked by Wall St. Rank held Oracle as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.