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Freedman Financial Associates’s Oracle ORCL Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-3,291
Closed -$277K – 291
2022
Q1 		$277K Buy
3,291
+176
+6% +$14.3K 0.19% 60
2021
Q4 		$272K Buy
3,115
+2,183
+234% +$205K 0.19% 56
2021
Q3 		$81K Hold
932
– – 0.06% 135
2021
Q2 		$73K Hold
932
– – 0.06% 147
2021
Q1 		$65K Hold
932
– – 0.05% 161
2020
Q4 		$60K Buy
+932
New +$55.5K 0.05% 158

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Freedman Financial Associates's ORCL Position: Q2 2022 in Review

Freedman Financial Associates sold out of Oracle (ORCL) in Q2 2022, closing a stake of 3,291 shares — an estimated $277K sold.

Freedman Financial Associates first reported a position in ORCL in Q4 2020 and held it in 6 quarters. The position peaked at $277K in Q1 2022. 2,191 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

  • Freedman Financial Associates reported no remaining Oracle position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 3,291 Oracle shares in Q2 2022, an estimated $277K.
  • Freedman Financial Associates first reported a position in Oracle in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Oracle position peaked at $277K in Q1 2022.
  • 2,191 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.