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Eagle Ridge Investment Management’s Oracle ORCL Stock Holding History

Eagle Ridge Investment 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
2024
Q4 		$572K Hold
3,430
– – 0.05% 93
2024
Q3 		$584K Buy
3,430
+30
+0.9% +$4.34K 0.05% 95
2024
Q2 		$480K Hold
3,400
– – 0.04% 104
2024
Q1 		$427K Hold
3,400
– – 0.04% 107
2023
Q4 		$358K Hold
3,400
– – 0.04% 114
2023
Q3 		$360K Sell
3,400
-600
-15% -$69.5K 0.04% 111
2023
Q2 		$476K Sell
4,000
-75
-2% -$7.75K 0.05% 106
2023
Q1 		$379K Sell
4,075
-325
-7% -$28.5K 0.04% 114
2022
Q4 		$360K Hold
4,400
– – 0.04% 115
2022
Q3 		$269K Sell
4,400
-1,140
-21% -$83.5K 0.03% 124
2022
Q2 		$387K Sell
5,540
-150
-3% -$11K 0.05% 110
2022
Q1 		$471K Sell
5,690
-36
-0.6% -$2.92K 0.05% 108
2021
Q4 		$499K Hold
5,726
– – 0.05% 107
2021
Q3 		$499K Hold
5,726
– – 0.06% 100
2021
Q2 		$446K Sell
5,726
-1,818
-24% -$142K 0.05% 101
2021
Q1 		$529K Sell
7,544
-618
-8% -$40K 0.06% 92
2020
Q4 		$528K Sell
8,162
-1,617
-17% -$96.3K 0.07% 93
2020
Q3 		$584K Buy
9,779
+1,454
+17% +$82.6K 0.08% 88
2020
Q2 		$460K Sell
8,325
-506
-6% -$26.8K 0.07% 88
2020
Q1 		$427K Buy
8,831
+575
+7% +$29.7K 0.07% 88
2019
Q4 		$437K Sell
8,256
-2,000
-20% -$110K 0.06% 104
2019
Q3 		$564K Hold
10,256
– – 0.08% 95
2019
Q2 		$584K Sell
10,256
-600
-6% -$32.5K 0.08% 94
2019
Q1 		$583K Hold
10,856
– – 0.09% 94
2018
Q4 		$490K Sell
10,856
-1,700
-14% -$81.5K 0.08% 99
2018
Q3 		$647K Sell
12,556
-965
-7% -$46.9K 0.09% 95
2018
Q2 		$596K Buy
13,521
+346
+3% +$15.9K 0.09% 100
2018
Q1 		$603K Sell
13,175
-840
-6% -$41.8K 0.09% 97
2017
Q4 		$663K Hold
14,015
– – 0.1% 97
2017
Q3 		$678K Buy
14,015
+1,500
+12% +$74.6K 0.11% 95
2017
Q2 		$555K Buy
12,515
+1,115
+10% +$50.8K 0.11% 81
2017
Q1 		$509K Buy
11,400
+100
+0.9% +$4.16K 0.1% 87
2016
Q4 		$434K Buy
11,300
+4,425
+64% +$173K 0.09% 91
2016
Q3 		$270K Buy
6,875
+375
+6% +$15.3K 0.06% 113
2016
Q2 		$266K Buy
6,500
+500
+8% +$20K 0.06% 111
2016
Q1 		$245K Buy
+6,000
New +$222K 0.06% 110
2015
Q3 		– Sell
-134,672
Closed -$5.43M – 116
2015
Q2 		$5.43M Buy
134,672
+193
+0.1% +$8.37K 2.45% 21
2015
Q1 		$5.8M Buy
134,479
+571
+0.4% +$24.7K 2.64% 16
2014
Q4 		$6.02M Sell
133,908
-576
-0.4% -$23.4K 2.76% 15
2014
Q3 		$5.15M Sell
134,484
-3,919
-3% -$159K 2.48% 21
2014
Q2 		$5.61M Buy
138,403
+736
+0.5% +$30.3K 2.62% 18
2014
Q1 		$5.63M Sell
137,667
-1,198
-0.9% -$45.6K 2.74% 14
2013
Q4 		$5.31M Sell
138,865
-4,417
-3% -$152K 2.66% 18
2013
Q3 		$4.75M Sell
143,282
-149
-0.1% -$4.83K 2.63% 23
2013
Q2 		$4.41M Buy
+143,431
New +$4.76M 2.55% 21

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Ridge Investment Management's ORCL Position: Q4 2024 in Review

Eagle Ridge Investment Management held its Oracle (ORCL) position steady in Q4 2024 at 3,430 shares worth $572K. The position accounts for 0.05% of the portfolio, ranked #93.

Eagle Ridge Investment Management first reported a position in ORCL in Q2 2013 and has held it in 45 quarters since. The position peaked at $6.02M in Q4 2014. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Eagle Ridge Investment Management held 3,430 shares of Oracle worth $572K as of Q4 2024.
  • Eagle Ridge Investment Management left its Oracle share count unchanged in Q4 2024.
  • Oracle made up 0.05% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #93 holding.
  • Eagle Ridge Investment Management first reported a position in Oracle in Q2 2013 and has held it in 45 quarters since.
  • Eagle Ridge Investment Management's Oracle position peaked at $6.02M in Q4 2014.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.