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Financial Architects (New Jersey)’s Oracle ORCL Stock Holding History

Financial Architects (New Jersey)’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
2018
Q1 		– Sell
-400
Closed -$19K – 1532
2017
Q4 		$19K Buy
+400
New +$19.6K ﹤0.01% 972

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
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
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

Financial Architects (New Jersey)'s ORCL Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Oracle (ORCL) stake by 0.25% in Q2 2023, selling an estimated $2.58K and leaving 9,796 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #127.

Financial Architects (New Jersey) first reported a position in ORCL in Q2 2013 and has held it in 40 quarters since. 2,565 funds tracked by Wall St. Rank hold ORCL as of Q2 2023.

  • Financial Architects (New Jersey) held 9,796 shares of Oracle worth $1.17M as of Q2 2023.
  • Financial Architects (New Jersey) sold 25 Oracle shares in Q2 2023, an estimated $2.58K.
  • Oracle made up 0.18% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #127 holding.
  • Financial Architects (New Jersey) first reported a position in Oracle in Q2 2013 and has held it in 40 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Oracle as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.