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Daniel L. Goodwin’s Oracle ORCL Stock Holding History

Daniel L. Goodwin’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 		$254K Hold
2,400
– – 0.12% 76
2023
Q2 		$286K Hold
2,400
– – 0.14% 59
2023
Q1 		$223K Buy
+2,400
New +$210K 0.11% 77
2022
Q3 		– Sell
-3,100
Closed -$217K – 95
2022
Q2 		$217K Hold
3,100
– – 0.12% 83
2022
Q1 		$257K Hold
3,100
– – 0.11% 74
2021
Q4 		$270K Hold
3,100
– – 0.12% 84
2021
Q3 		$270K Sell
3,100
-1,600
-34% -$141K 0.13% 90
2021
Q2 		$367K Hold
4,700
– – 0.17% 75
2021
Q1 		$331K Hold
4,700
– – 0.17% 75
2020
Q4 		$301K Buy
+4,700
New +$280K 0.18% 72

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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daniel L. Goodwin's ORCL Position: Q3 2023 in Review

Daniel L. Goodwin held its Oracle (ORCL) position steady in Q3 2023 at 2,400 shares worth $254K. The position accounts for 0.12% of the portfolio, ranked #76.

Daniel L. Goodwin first reported a position in ORCL in Q4 2020 and has held it in 10 quarters since. The position peaked at $367K in Q2 2021. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Daniel L. Goodwin held 2,400 shares of Oracle worth $254K as of Q3 2023.
  • Daniel L. Goodwin left its Oracle share count unchanged in Q3 2023.
  • Oracle made up 0.12% of Daniel L. Goodwin's portfolio in Q3 2023, its #76 holding.
  • Daniel L. Goodwin first reported a position in Oracle in Q4 2020 and has held it in 10 quarters since.
  • Daniel L. Goodwin's Oracle position peaked at $367K in Q2 2021.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.