First Command Bank’s Oracle ORCL Stock Holding History

First Command Bank’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 Q2	$814K	Buy	6,834 +1,289	+23%	+$133K	0.08%	65
2023 Q1	$515K	Sell	5,545 -207	-4%	-$18.2K	0.05%	87
2022 Q4	$470K	Sell	5,752 -168	-3%	-$12.8K	0.06%	81
2022 Q3	$362K	Buy	5,920 +59	+1%	+$4.32K	0.05%	89
2022 Q2	$410K	Hold	5,861	–	–	0.06%	89
2022 Q1	$485K	Sell	5,861 -167	-3%	-$13.5K	0.07%	85
2021 Q4	$525K	Hold	6,028	–	–	0.09%	84
2021 Q3	$525K	Sell	6,028 -100	-2%	-$8.83K	0.09%	84
2021 Q2	$477K	Sell	6,128 -1,030	-14%	-$80.6K	0.05%	87
2021 Q1	$502K	Sell	7,158 -378	-5%	-$24.5K	0.11%	83
2020 Q4	$488K	Buy	7,536 +600	+9%	+$35.7K	0.12%	76
2020 Q3	$414K	Sell	6,936 -520	-7%	-$29.5K	0.12%	75
2020 Q2	$412K	Sell	7,456 -527	-7%	-$27.9K	0.13%	72
2020 Q1	$385K	Buy	7,983 +933	+13%	+$48.2K	0.21%	73
2019 Q4	$374K	Sell	7,050 -52	-0.7%	-$2.86K	0.18%	86
2019 Q3	$391K	Buy	7,102 +187	+3%	+$10.3K	0.2%	78
2019 Q2	$394K	Hold	6,915	–	–	0.2%	79
2019 Q1	$372K	Sell	6,915 -36	-0.5%	-$1.83K	0.19%	76
2018 Q4	$313K	Sell	6,951 -2,454	-26%	-$118K	0.16%	76
2018 Q3	$484K	Buy	9,405 +10	+0.1%	+$486	0.14%	73
2018 Q2	$415K	Buy	9,395 +2,239	+31%	+$103K	0.12%	77
2018 Q1	$327K	Buy	7,156 +33	+0.5%	+$1.64K	0.18%	75
2017 Q4	$337K	Sell	7,123 -111	-2%	-$5.45K	0.19%	73
2017 Q3	$350K	Sell	7,234 -562	-7%	-$28K	0.22%	70
2017 Q2	$391K	Sell	7,796 -300	-4%	-$13.7K	0.26%	64
2017 Q1	$361K	Sell	8,096 -211	-3%	-$8.79K	0.25%	64
2016 Q4	$319K	Buy	+8,307	New	+$325K	0.26%	66

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Command Bank's ORCL Position: Q2 2023 in Review

First Command Bank increased its Oracle (ORCL) stake by 23% in Q2 2023, buying an estimated $133K and bringing the position to 6,834 shares worth $814K. The position accounts for 0.08% of the portfolio, ranked #65.

First Command Bank first reported a position in ORCL in Q4 2016 and has held it in 27 quarters since. 2,564 funds tracked by Wall St. Rank hold ORCL as of Q2 2023.

First Command Bank held 6,834 shares of Oracle worth $814K as of Q2 2023.
First Command Bank bought 1,289 Oracle shares in Q2 2023, an estimated $133K.
Oracle made up 0.08% of First Command Bank's portfolio in Q2 2023, its #65 holding.
First Command Bank first reported a position in Oracle in Q4 2016 and has held it in 27 quarters since.
2,564 funds tracked by Wall St. Rank held Oracle as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.