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Gunn & Company Investment Management’s Oracle ORCL Stock Holding History

Gunn & Company Investment 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
Q3 		– Sell
-31,265
Closed -$4.41M – 116
2024
Q2 		$4.41M Buy
+31,265
New +$3.88M 0.26% 45
2024
Q1 		– Sell
-30,768
Closed -$3.24M – 109
2023
Q4 		$3.24M Buy
+30,768
New +$3.36M 0.21% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gunn & Company Investment Management's ORCL Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Oracle (ORCL) in Q3 2024, closing a stake of 31,265 shares — an estimated $4.41M sold.

Gunn & Company Investment Management first reported a position in ORCL in Q4 2023 and held it in 2 quarters. The position peaked at $4.41M in Q2 2024. 3,067 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Oracle position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 31,265 Oracle shares in Q3 2024, an estimated $4.41M.
  • Gunn & Company Investment Management first reported a position in Oracle in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's Oracle position peaked at $4.41M in Q2 2024.
  • 3,067 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.