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Estate Counselors’s Oracle ORCL Stock Holding History

Estate Counselors’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
Q2 		– Sell
-16,704
Closed -$1.38M – 195
2022
Q1 		$1.38M Hold
16,704
– – 0.18% 67
2021
Q4 		$1.46M Buy
16,704
+79
+0.5% +$7.42K 0.18% 66
2021
Q3 		$1.45M Buy
16,625
+130
+0.8% +$11.5K 0.18% 66
2021
Q2 		$1.28M Buy
16,495
+305
+2% +$23.9K 0.17% 68
2021
Q1 		$1.14M Hold
16,190
– – 0.17% 69
2020
Q4 		$1.05M Sell
16,190
-1,145
-7% -$68.2K 0.16% 69
2020
Q3 		$1.03M Buy
17,335
+25
+0.1% +$1.42K 0.16% 61
2020
Q2 		$956K Buy
17,310
+8,040
+87% +$426K 0.15% 70
2020
Q1 		$448K Buy
+9,270
New +$478K 0.07% 84

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Estate Counselors's ORCL Position: Q2 2022 in Review

Estate Counselors sold out of Oracle (ORCL) in Q2 2022, closing a stake of 16,704 shares — an estimated $1.38M sold.

Estate Counselors first reported a position in ORCL in Q1 2020 and held it in 9 quarters. The position peaked at $1.46M in Q4 2021. 2,191 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

  • Estate Counselors reported no remaining Oracle position as of Q2 2022 after selling out during the quarter.
  • Estate Counselors sold 16,704 Oracle shares in Q2 2022, an estimated $1.38M.
  • Estate Counselors first reported a position in Oracle in Q1 2020 and held it in 9 quarters.
  • Estate Counselors's Oracle position peaked at $1.46M in Q4 2021.
  • 2,191 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on Estate Counselors's 13F filing for Q2 2022, filed 3 Aug 2022.