Coulter & Justus Financial Services’s Oracle ORCL Stock Holding History

Coulter & Justus Financial Services’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 Q1	$396K	Buy	+3,149	New	+$360K	0.09%	69

Other funds holding ORCL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Coulter & Justus Financial Services's ORCL Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Oracle (ORCL) in Q1 2024: 3,149 shares worth $396K. The stake represents 0.09% of the portfolio and ranks #69 among its holdings.

2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

Coulter & Justus Financial Services held 3,149 shares of Oracle worth $396K as of Q1 2024.
Oracle was a new Coulter & Justus Financial Services position in Q1 2024.
Oracle made up 0.09% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #69 holding.
2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.