FourThought Financial’s Oracle ORCL Stock Holding History

FourThought Financial’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 Q3	$193K	Sell	3,155 -19	-0.6%	-$1.39K	0.03%	297
2022 Q2	$222K	Buy	3,174 +101	+3%	+$7.39K	0.03%	294
2022 Q1	$254K	Sell	3,073 -1,528	-33%	-$124K	0.03%	296
2021 Q4	$401K	Sell	4,601 -62	-1%	-$5.82K	0.05%	234
2021 Q3	$406K	Sell	4,663 -187	-4%	-$16.5K	0.05%	231
2021 Q2	$377K	Sell	4,850 -198	-4%	-$15.5K	0.05%	256
2021 Q1	$354K	Sell	5,048 -29	-0.6%	-$1.88K	0.05%	256
2020 Q4	$328K	Buy	+5,077	New	+$302K	0.05%	265

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FourThought Financial's ORCL Position: Q3 2022 in Review

FourThought Financial reduced its Oracle (ORCL) stake by 0.6% in Q3 2022, selling an estimated $1.39K and leaving 3,155 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #297.

FourThought Financial first reported a position in ORCL in Q4 2020 and has held it in 8 quarters since. The position peaked at $406K in Q3 2021. 2,105 funds tracked by Wall St. Rank hold ORCL as of Q3 2022.

FourThought Financial held 3,155 shares of Oracle worth $193K as of Q3 2022.
FourThought Financial sold 19 Oracle shares in Q3 2022, an estimated $1.39K.
Oracle made up 0.03% of FourThought Financial's portfolio in Q3 2022, its #297 holding.
FourThought Financial first reported a position in Oracle in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Oracle position peaked at $406K in Q3 2021.
2,105 funds tracked by Wall St. Rank held Oracle as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.