CCA
ORCL icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Column Capital Advisors's ORCL Position: Q3 2023 in Review

Column Capital Advisors increased its Oracle (ORCL) stake by 0.04% in Q3 2023, buying an estimated $232 and bringing the position to 4,471 shares worth $474K. The position accounts for 0.07% of the portfolio, ranked #87.

Column Capital Advisors first reported a position in ORCL in Q4 2019 and has held it in 16 quarters since. The position peaked at $532K in Q2 2023. 2,529 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Column Capital Advisors held 4,471 shares of Oracle worth $474K as of Q3 2023.
  • Column Capital Advisors bought 2 Oracle shares in Q3 2023, an estimated $232.
  • Oracle made up 0.07% of Column Capital Advisors's portfolio in Q3 2023, its #87 holding.
  • Column Capital Advisors first reported a position in Oracle in Q4 2019 and has held it in 16 quarters since.
  • Column Capital Advisors's Oracle position peaked at $532K in Q2 2023.
  • 2,529 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.