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Edmonds Duncan Registered Investment Advisors’s Oracle ORCL Stock Holding History

Edmonds Duncan Registered Investment Advisors’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 		$263K Buy
1,544
+51
+3% +$7.39K 0.06% 92
2024
Q2 		$211K Buy
+1,493
New +$185K 0.05% 119

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

Edmonds Duncan Registered Investment Advisors's ORCL Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its Oracle (ORCL) stake by 3.4% in Q3 2024, buying an estimated $7.39K and bringing the position to 1,544 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #92.

Edmonds Duncan Registered Investment Advisors first reported a position in ORCL in Q2 2024 and has held it in 2 quarters since. 3,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 1,544 shares of Oracle worth $263K as of Q3 2024.
  • Edmonds Duncan Registered Investment Advisors bought 51 Oracle shares in Q3 2024, an estimated $7.39K.
  • Oracle made up 0.06% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #92 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Oracle in Q2 2024 and has held it in 2 quarters since.
  • 3,069 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.