DWA
ORCL icon

Dorsey Wright & Associates’s Oracle ORCL Stock Holding History

Dorsey Wright & Associates’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
Q1 		– Sell
-2,250
Closed -$237K – 141
2023
Q4 		$237K Hold
2,250
– – 0.07% 127
2023
Q3 		$238K Buy
2,250
+40
+2% +$4.63K 0.07% 123
2023
Q2 		$263K Buy
+2,210
New +$228K 0.08% 118

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dorsey Wright & Associates's ORCL Position: Q1 2024 in Review

Dorsey Wright & Associates sold out of Oracle (ORCL) in Q1 2024, closing a stake of 2,250 shares — an estimated $237K sold.

Dorsey Wright & Associates first reported a position in ORCL in Q2 2023 and held it in 3 quarters. The position peaked at $263K in Q2 2023. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

  • Dorsey Wright & Associates reported no remaining Oracle position as of Q1 2024 after selling out during the quarter.
  • Dorsey Wright & Associates sold 2,250 Oracle shares in Q1 2024, an estimated $237K.
  • Dorsey Wright & Associates first reported a position in Oracle in Q2 2023 and held it in 3 quarters.
  • Dorsey Wright & Associates's Oracle position peaked at $263K in Q2 2023.
  • 2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Dorsey Wright & Associates's 13F filing for Q1 2024, filed 9 May 2024.