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Granite Bay Wealth Management’s Oracle ORCL Stock Holding History

Granite Bay Wealth Management’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
2024
Q1 		– Sell
-3,150
Closed -$344K – 223
2023
Q4 		$344K Hold
3,150
– – ﹤0.01% 269
2023
Q3 		$365K Buy
+3,150
New +$365K ﹤0.01% 275

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Granite Bay Wealth Management's ORCL Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Oracle (ORCL) in Q1 2024, closing a stake of 3,150 shares — an estimated $344K sold.

Granite Bay Wealth Management first reported a position in ORCL in Q3 2023 and held it in 2 quarters. The position peaked at $365K in Q3 2023. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Oracle position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 3,150 Oracle shares in Q1 2024, an estimated $344K.
  • Granite Bay Wealth Management first reported a position in Oracle in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Oracle position peaked at $365K in Q3 2023.
  • 2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.