Column Capital Advisors’s Oracle ORCL Stock Holding History

Column Capital 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
2023 Q3	$474K	Buy	4,471 +2	+0%	+$232	0.07%	87
2023 Q2	$532K	Buy	4,469 +1	+0%	+$103	0.07%	81
2023 Q1	$415K	Buy	4,468 +351	+9%	+$30.8K	0.06%	88
2022 Q4	$337K	Buy	4,117 +1	+0%	+$76	0.06%	86
2022 Q3	$251K	Buy	4,116 +1	+0%	+$73	0.05%	95
2022 Q2	$287K	Buy	4,115 +112	+3%	+$8.2K	0.06%	84
2022 Q1	$331K	Sell	4,003 -1,139	-22%	-$92.2K	0.06%	90
2021 Q4	$448K	Buy	5,142 +1,123	+28%	+$105K	0.09%	77
2021 Q3	$350K	Sell	4,019 -84	-2%	-$7.42K	0.07%	84
2021 Q2	$319K	Buy	4,103 +315	+8%	+$24.7K	0.07%	88
2021 Q1	$266K	Sell	3,788 -110	-3%	-$7.12K	0.06%	96
2020 Q4	$252K	Sell	3,898 -216	-5%	-$12.9K	0.06%	90
2020 Q3	$246K	Hold	4,114	–	–	0.08%	79
2020 Q2	$227K	Sell	4,114 -230	-5%	-$12.2K	0.08%	78
2020 Q1	$210K	Sell	4,344 -722	-14%	-$37.3K	0.09%	69
2019 Q4	$268K	Buy	+5,066	New	+$279K	0.14%	69

Other funds holding ORCL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return