Enlightenment Research’s Oracle ORCL Stock Holding History

Enlightenment Research’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 Q4	–	Sell	-11,600	Closed	-$708K	–	59
2022 Q3	$708K	Buy	11,600 +3,100	+36%	+$227K	1.57%	18
2022 Q2	$594K	Buy	+8,500	New	+$622K	1.28%	25
2022 Q1	–	Sell	-20,700	Closed	-$1.8M	–	186
2021 Q4	$1.8M	Buy	20,700 +18,000	+667%	+$1.69M	2.57%	6
2021 Q3	$235K	Buy	+2,700	New	+$238K	0.29%	110
2021 Q1	–	Sell	-21,200	Closed	-$1.37M	–	183
2020 Q4	$1.37M	Buy	+21,200	New	+$1.26M	1.94%	14
2019 Q3	–	Sell	-14,600	Closed	-$739K	–	232
2019 Q2	$739K	Buy	14,600 +6,900	+90%	+$373K	0.38%	72
2019 Q1	$414K	Buy	+7,700	New	+$392K	0.81%	39

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enlightenment Research's ORCL Position: Q4 2022 in Review

Enlightenment Research sold out of Oracle (ORCL) in Q4 2022, closing a stake of 11,600 shares — an estimated $708K sold.

Enlightenment Research first reported a position in ORCL in Q1 2019 and held it in 7 quarters. The position peaked at $1.8M in Q4 2021. 2,300 funds tracked by Wall St. Rank hold ORCL as of Q4 2022.

Enlightenment Research reported no remaining Oracle position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 11,600 Oracle shares in Q4 2022, an estimated $708K.
Enlightenment Research first reported a position in Oracle in Q1 2019 and held it in 7 quarters.
Enlightenment Research's Oracle position peaked at $1.8M in Q4 2021.
2,300 funds tracked by Wall St. Rank held Oracle as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.