DB Wealth Management Group’s Oracle ORCL Stock Holding History

DB Wealth Management Group’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 Q4	$13.2K	Hold	125	–	–	0.01%	270
2023 Q3	$13.2K	Hold	125	–	–	0.01%	259
2023 Q2	$14.9K	Hold	125	–	–	0.01%	254
2023 Q1	$11.6K	Hold	125	–	–	0.01%	272
2022 Q4	$10.2K	Buy	+125	New	+$9.5K	0.01%	275
2022 Q2	–	Sell	-125	Closed	-$10K	–	312
2022 Q1	$10K	Hold	125	–	–	0.01%	308
2021 Q4	$11K	Hold	125	–	–	0.01%	267
2021 Q3	$11K	Hold	125	–	–	0.01%	261
2021 Q2	$10K	Hold	125	–	–	0.01%	266
2021 Q1	$9K	Hold	125	–	–	0.01%	284
2020 Q4	$8K	Buy	+125	New	+$7.44K	0.01%	287

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

DB Wealth Management Group's ORCL Position: Q4 2023 in Review

DB Wealth Management Group held its Oracle (ORCL) position steady in Q4 2023 at 125 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #270.

DB Wealth Management Group first reported a position in ORCL in Q4 2020 and has held it in 11 quarters since. The position peaked at $14.9K in Q2 2023. 2,694 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

DB Wealth Management Group held 125 shares of Oracle worth $13.2K as of Q4 2023.
DB Wealth Management Group left its Oracle share count unchanged in Q4 2023.
Oracle made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #270 holding.
DB Wealth Management Group first reported a position in Oracle in Q4 2020 and has held it in 11 quarters since.
DB Wealth Management Group's Oracle position peaked at $14.9K in Q2 2023.
2,694 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.