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Ford Financial Group’s Oracle ORCL Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-2,614
Closed -$214K – 72
2022
Q4 		$214K Buy
+2,614
New +$199K 0.08% 111
2022
Q2 		– Sell
-2,562
Closed -$211K – 133
2022
Q1 		$211K Sell
2,562
-86
-3% -$6.96K 0.08% 117
2021
Q4 		$230 Sell
2,648
-25
-0.9% -$2.35K 0.05% 94
2021
Q3 		$232K Hold
2,673
– – 0.09% 87
2021
Q2 		$208K Buy
+2,673
New +$209K 0.08% 95
2018
Q1 		– Sell
-600
Closed -$29K – 269
2017
Q4 		$29K Buy
+600
New +$29.4K 0.02% 122

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ford Financial Group's ORCL Position: Q1 2023 in Review

Ford Financial Group sold out of Oracle (ORCL) in Q1 2023, closing a stake of 2,614 shares — an estimated $214K sold.

Ford Financial Group first reported a position in ORCL in Q4 2017 and held it in 6 quarters. The position peaked at $232K in Q3 2021. 2,349 funds tracked by Wall St. Rank hold ORCL as of Q1 2023.

  • Ford Financial Group reported no remaining Oracle position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 2,614 Oracle shares in Q1 2023, an estimated $214K.
  • Ford Financial Group first reported a position in Oracle in Q4 2017 and held it in 6 quarters.
  • Ford Financial Group's Oracle position peaked at $232K in Q3 2021.
  • 2,349 funds tracked by Wall St. Rank held Oracle as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.