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Criterion Capital Advisors’s Oracle ORCL Stock Holding History

Criterion 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
2024
Q4 		$3.93M Hold
27,858
– – 2.48% 7
2024
Q3 		$3.93M Hold
27,858
– – 2.48% 7
2024
Q2 		$3.93M Sell
27,858
-228
-0.8% -$28.3K 2.48% 7
2024
Q1 		$3.53M Sell
28,086
-2,331
-8% -$267K 2.35% 8
2023
Q4 		$3.21M Buy
+30,417
New +$3.32M 2.33% 7

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Criterion Capital Advisors's ORCL Position: Q4 2024 in Review

Criterion Capital Advisors held its Oracle (ORCL) position steady in Q4 2024 at 27,858 shares worth $3.93M. The position accounts for 2.48% of the portfolio, ranked #7.

Criterion Capital Advisors first reported a position in ORCL in Q4 2023 and has held it in 5 quarters since. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Criterion Capital Advisors held 27,858 shares of Oracle worth $3.93M as of Q4 2024.
  • Criterion Capital Advisors left its Oracle share count unchanged in Q4 2024.
  • Oracle made up 2.48% of Criterion Capital Advisors's portfolio in Q4 2024, its #7 holding.
  • Criterion Capital Advisors first reported a position in Oracle in Q4 2023 and has held it in 5 quarters since.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.