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Disciplined Investments’s Oracle ORCL Stock Holding History

Disciplined Investments’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 		– Sell
-83
Closed -$9.88K – 1115
2023
Q2 		$9.88K Hold
83
– – 0.01% 328
2023
Q1 		$7.71K Sell
83
-4
-5% -$351 ﹤0.01% 375
2022
Q4 		$7.11K Buy
87
+1
+1% +$76 ﹤0.01% 354
2022
Q3 		$5K Hold
86
– – ﹤0.01% 439
2022
Q2 		$6K Buy
86
+12
+16% +$878 ﹤0.01% 429
2022
Q1 		$6K Buy
+74
New +$5.99K ﹤0.01% 439
2021
Q1 		– Sell
-304
Closed -$20K – 409
2020
Q4 		$20K Hold
304
– – 0.01% 201
2020
Q3 		$18K Hold
304
– – 0.01% 225
2020
Q2 		$17K Hold
304
– – 0.01% 245
2020
Q1 		$15K Hold
304
– – 0.01% 244
2019
Q4 		$16K Buy
+304
New +$16.7K 0.01% 260

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

Disciplined Investments's ORCL Position: Q3 2023 in Review

Disciplined Investments sold out of Oracle (ORCL) in Q3 2023, closing a stake of 83 shares — an estimated $9.88K sold.

Disciplined Investments first reported a position in ORCL in Q4 2019 and held it in 11 quarters. The position peaked at $20K in Q4 2020. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Disciplined Investments reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 83 Oracle shares in Q3 2023, an estimated $9.88K.
  • Disciplined Investments first reported a position in Oracle in Q4 2019 and held it in 11 quarters.
  • Disciplined Investments's Oracle position peaked at $20K in Q4 2020.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.