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Evelyn V. Moreno’s Oracle ORCL Stock Holding History

Evelyn V. Moreno’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 		$1.01M Sell
9,561
-1,000
-9% -$109K 0.48% 55
2023
Q3 		$1.12M Sell
10,561
-700
-6% -$81K 0.24% 63
2023
Q2 		$1.34M Sell
11,261
-212
-2% -$21.9K 0.29% 59
2023
Q1 		$1.07M Sell
11,473
-9,560
-45% -$838K 0.24% 58
2022
Q4 		$1.72M Buy
21,033
+2,412
+13% +$183K 0.4% 58
2022
Q3 		$1.14M Sell
18,621
-2,412
-11% -$177K 0.51% 58
2022
Q2 		$1.47M Buy
21,033
+9,960
+90% +$729K 0.34% 55
2022
Q1 		$916K Buy
11,073
+8,608
+349% +$697K 0.19% 58
2021
Q4 		$215K Buy
+2,465
New +$231K 0.04% 59
2017
Q3 		– Sell
-17,057
Closed -$855K – 69
2017
Q2 		$855K Sell
17,057
-1,750
-9% -$79.8K 0.26% 54
2017
Q1 		$839K Sell
18,807
-80,845
-81% -$3.37M 0.26% 54
2016
Q4 		$3.83M Sell
99,652
-675
-0.7% -$26.4K 1.38% 40
2016
Q3 		$3.94M Sell
100,327
-25
-0% -$1.02K 1.45% 39
2016
Q2 		$4.11M Hold
100,352
– – 1.56% 36
2016
Q1 		$4.11M Sell
100,352
-2,040
-2% -$75.5K 1.59% 35
2015
Q4 		$3.74M Buy
102,392
+75
+0.1% +$2.86K 1.56% 35
2015
Q3 		$3.7M Buy
102,317
+85
+0.1% +$3.27K 1.59% 32
2015
Q2 		$4.12M Buy
102,232
+1,442
+1% +$62.5K 1.64% 30
2015
Q1 		$4.35M Sell
100,790
-3,750
-4% -$163K 1.64% 27
2014
Q4 		$4.7M Buy
104,540
+325
+0.3% +$13.2K 1.73% 21
2014
Q3 		$3.99M Buy
104,215
+255
+0.2% +$10.3K 1.53% 33
2014
Q2 		$4.21M Sell
103,960
-745
-0.7% -$30.7K 1.58% 24
2014
Q1 		$4.28M Buy
104,705
+705
+0.7% +$26.8K 1.69% 21
2013
Q4 		$3.98M Buy
+104,000
New +$3.58M 1.64% 24

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

Evelyn V. Moreno's ORCL Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Oracle (ORCL) stake by 9.5% in Q4 2023, selling an estimated $109K and leaving 9,561 shares worth $1.01M. The position accounts for 0.48% of the portfolio, ranked #55.

Evelyn V. Moreno first reported a position in ORCL in Q4 2013 and has held it in 24 quarters since. The position peaked at $4.7M in Q4 2014. 2,694 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

  • Evelyn V. Moreno held 9,561 shares of Oracle worth $1.01M as of Q4 2023.
  • Evelyn V. Moreno sold 1,000 Oracle shares in Q4 2023, an estimated $109K.
  • Oracle made up 0.48% of Evelyn V. Moreno's portfolio in Q4 2023, its #55 holding.
  • Evelyn V. Moreno first reported a position in Oracle in Q4 2013 and has held it in 24 quarters since.
  • Evelyn V. Moreno's Oracle position peaked at $4.7M in Q4 2014.
  • 2,694 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.