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Domani Wealth’s Oracle ORCL Stock Holding History

Domani Wealth’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
Q1 		$413K Hold
4,445
– – 0.1% 82
2022
Q4 		$363K Buy
4,445
+31
+0.7% +$2.36K 0.09% 90
2022
Q3 		$270K Hold
4,414
– – 0.08% 90
2022
Q2 		$308K Hold
4,414
– – 0.08% 90
2022
Q1 		$365K Hold
4,414
– – 0.08% 98
2021
Q4 		$385K Sell
4,414
-754
-15% -$70.8K 0.08% 92
2021
Q3 		$450K Sell
5,168
-772
-13% -$68.2K 0.09% 75
2021
Q2 		$462K Sell
5,940
-204
-3% -$16K 0.09% 77
2021
Q1 		$431K Sell
6,144
-93
-1% -$6.02K 0.08% 81
2020
Q4 		$403K Sell
6,237
-428
-6% -$25.5K 0.08% 80
2020
Q3 		$398K Sell
6,665
-1,762
-21% -$100K 0.09% 79
2020
Q2 		$466K Sell
8,427
-508
-6% -$26.9K 0.11% 74
2020
Q1 		$432K Buy
8,935
+4,111
+85% +$212K 0.12% 75
2019
Q4 		$256K Buy
4,824
+550
+13% +$30.3K 0.08% 100
2019
Q3 		$235K Hold
4,274
– – 0.09% 101
2019
Q2 		$243K Sell
4,274
-650
-13% -$35.2K 0.09% 91
2019
Q1 		$264K Hold
4,924
– – 0.11% 91
2018
Q4 		$222K Hold
4,924
– – 0.1% 93
2018
Q3 		$254K Hold
4,924
– – 0.11% 88
2018
Q2 		$217K Hold
4,924
– – 0.1% 99
2018
Q1 		$225K Hold
4,924
– – 0.1% 98
2017
Q4 		$233K Hold
4,924
– – 0.1% 94
2017
Q3 		$238K Hold
4,924
– – 0.1% 87
2017
Q2 		$247K Hold
4,924
– – 0.1% 83
2017
Q1 		$220K Buy
+4,924
New +$205K 0.09% 91
2016
Q1 		– Sell
-8,649
Closed -$316K – 121
2015
Q4 		$316K Sell
8,649
-300
-3% -$11.5K 0.12% 89
2015
Q3 		$323K Sell
8,949
-1,135
-11% -$43.6K 0.18% 75
2015
Q2 		$406K Buy
10,084
+9,578
+1,893% +$415K 0.22% 61
2015
Q1 		$11.7K Buy
+506
New +$21.9K 0.18% 46

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Domani Wealth's ORCL Position: Q1 2023 in Review

Domani Wealth held its Oracle (ORCL) position steady in Q1 2023 at 4,445 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #82.

Domani Wealth first reported a position in ORCL in Q1 2015 and has held it in 29 quarters since. The position peaked at $466K in Q2 2020. 2,350 funds tracked by Wall St. Rank hold ORCL as of Q1 2023.

  • Domani Wealth held 4,445 shares of Oracle worth $413K as of Q1 2023.
  • Domani Wealth left its Oracle share count unchanged in Q1 2023.
  • Oracle made up 0.1% of Domani Wealth's portfolio in Q1 2023, its #82 holding.
  • Domani Wealth first reported a position in Oracle in Q1 2015 and has held it in 29 quarters since.
  • Domani Wealth's Oracle position peaked at $466K in Q2 2020.
  • 2,350 funds tracked by Wall St. Rank held Oracle as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.