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Doyle Wealth Management’s Oracle ORCL Stock Holding History

Doyle Wealth Management’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
2022
Q3 		$248K Buy
4,058
+14
+0.3% +$1.02K 0.02% 182
2022
Q2 		$283K Buy
4,044
+1
+0% +$73 0.02% 178
2022
Q1 		$335K Sell
4,043
-177
-4% -$14.3K 0.02% 190
2021
Q4 		$368K Hold
4,220
– – 0.03% 168
2021
Q3 		$368K Buy
4,220
+616
+17% +$54.4K 0.03% 165
2021
Q2 		$281K Sell
3,604
-497
-12% -$38.9K 0.02% 185
2021
Q1 		$288K Sell
4,101
-408
-9% -$26.4K 0.03% 178
2020
Q4 		$292K Buy
4,509
+1,136
+34% +$67.6K 0.03% 170
2020
Q3 		$201K Buy
+3,373
New +$192K 0.02% 183
2020
Q1 		– Sell
-229,982
Closed -$12.2M – 205
2019
Q4 		$12.2M Buy
229,982
+2,720
+1% +$150K 1.52% 32
2019
Q3 		$12.5M Sell
227,262
-6,666
-3% -$368K 1.73% 24
2019
Q2 		$13.3M Sell
233,928
-2,199
-0.9% -$119K 1.84% 18
2019
Q1 		$12.9M Sell
236,127
-3,923
-2% -$200K 1.88% 18
2018
Q4 		$10.8M Sell
240,050
-1,984
-0.8% -$95.1K 1.83% 19
2018
Q3 		$12.5M Sell
242,034
-636
-0.3% -$30.9K 1.94% 16
2018
Q2 		$10.7M Buy
242,670
+7,241
+3% +$334K 1.76% 22
2018
Q1 		$10.8M Buy
235,429
+1,628
+0.7% +$80.9K 1.81% 22
2017
Q4 		$11.1M Buy
233,801
+646
+0.3% +$31.7K 1.87% 20
2017
Q3 		$11.3M Buy
233,155
+9,101
+4% +$453K 1.97% 20
2017
Q2 		$11.2M Buy
224,054
+94,249
+73% +$4.3M 2.08% 19
2017
Q1 		$5.79M Buy
+129,805
New +$5.4M 1.18% 34

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Doyle Wealth Management's ORCL Position: Q3 2022 in Review

Doyle Wealth Management increased its Oracle (ORCL) stake by 0.35% in Q3 2022, buying an estimated $1.02K and bringing the position to 4,058 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #182.

Doyle Wealth Management first reported a position in ORCL in Q1 2017 and has held it in 21 quarters since. The position peaked at $13.3M in Q2 2019. 2,105 funds tracked by Wall St. Rank hold ORCL as of Q3 2022.

  • Doyle Wealth Management held 4,058 shares of Oracle worth $248K as of Q3 2022.
  • Doyle Wealth Management bought 14 Oracle shares in Q3 2022, an estimated $1.02K.
  • Oracle made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #182 holding.
  • Doyle Wealth Management first reported a position in Oracle in Q1 2017 and has held it in 21 quarters since.
  • Doyle Wealth Management's Oracle position peaked at $13.3M in Q2 2019.
  • 2,105 funds tracked by Wall St. Rank held Oracle as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.