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Equitec Proprietary Markets’s Oracle ORCL Stock Holding History

Equitec Proprietary Markets’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
2023
Q4 		– Sell
-1,000
Closed -$106K – 122
2023
Q3 		$106K Buy
+1,000
New +$116K 0.03% 59
2022
Q1 		– Sell
-1,000
Closed -$87K – 374
2021
Q4 		$87K Buy
+1,000
New +$93.9K 0.01% 169
2015
Q1 		– Sell
-29,203
Closed -$1.31M – 428
2014
Q4 		$1.31M Buy
+29,203
New +$1.19M 0.06% 75

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Equitec Proprietary Markets's ORCL Position: Q4 2023 in Review

Equitec Proprietary Markets sold out of Oracle (ORCL) in Q4 2023, closing a stake of 1,000 shares — an estimated $106K sold.

Equitec Proprietary Markets first reported a position in ORCL in Q4 2014 and held it in 3 quarters. The position peaked at $1.31M in Q4 2014. 2,694 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

  • Equitec Proprietary Markets reported no remaining Oracle position as of Q4 2023 after selling out during the quarter.
  • Equitec Proprietary Markets sold 1,000 Oracle shares in Q4 2023, an estimated $106K.
  • Equitec Proprietary Markets first reported a position in Oracle in Q4 2014 and held it in 3 quarters.
  • Equitec Proprietary Markets's Oracle position peaked at $1.31M in Q4 2014.
  • 2,694 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on Equitec Proprietary Markets's 13F filing for Q4 2023, filed 29 Jan 2024.