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ORCL icon

Diversified’s Oracle ORCL Stock Holding History

Diversified’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
Q3 		$542K Buy
3,182
+6
+0.2% +$869 0.06% 117
2024
Q2 		$448K Buy
3,176
+499
+19% +$62K 0.05% 126
2024
Q1 		$336K Buy
2,677
+80
+3% +$9.16K 0.05% 117
2023
Q4 		$274K Buy
2,597
+8
+0.3% +$873 0.06% 121
2023
Q3 		$274K Buy
2,589
+48
+2% +$5.56K 0.07% 109
2023
Q2 		$303K Buy
2,541
+276
+12% +$28.5K 0.08% 106
2023
Q1 		$210K Sell
2,265
-484
-18% -$42.4K 0.08% 132
2022
Q4 		$225K Buy
+2,749
New +$209K 0.09% 134
2021
Q1 		– Sell
-2,044
Closed -$122K – 254
2020
Q4 		$122K Buy
+2,044
New +$122K 0.1% 121

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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 $336B AUM 34.66% 1-Year Est. Return

Diversified's ORCL Position: Q3 2024 in Review

Diversified increased its Oracle (ORCL) stake by 0.19% in Q3 2024, buying an estimated $869 and bringing the position to 3,182 shares worth $542K. The position accounts for 0.06% of the portfolio, ranked #117.

Diversified first reported a position in ORCL in Q4 2020 and has held it in 9 quarters since. 3,070 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Diversified held 3,182 shares of Oracle worth $542K as of Q3 2024.
  • Diversified bought 6 Oracle shares in Q3 2024, an estimated $869.
  • Oracle made up 0.06% of Diversified's portfolio in Q3 2024, its #117 holding.
  • Diversified first reported a position in Oracle in Q4 2020 and has held it in 9 quarters since.
  • 3,070 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.