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GYL Financial Synergies’s Oracle ORCL Stock Holding History

GYL Financial Synergies’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 		$1.92M Buy
11,284
+14
+0.1% +$2.03K 0.14% 136
2024
Q2 		$1.59M Sell
11,270
-87
-0.8% -$10.8K 0.12% 148
2024
Q1 		$1.43M Buy
11,357
+79
+0.7% +$9.04K 0.11% 157
2023
Q4 		$1.19M Buy
11,278
+48
+0.4% +$5.24K 0.1% 172
2023
Q3 		$1.19M Sell
11,230
-222
-2% -$25.7K 0.12% 161
2023
Q2 		$1.36M Sell
11,452
-27
-0.2% -$2.79K 0.12% 150
2023
Q1 		$1.07M Buy
11,479
+733
+7% +$64.3K 0.13% 124
2022
Q4 		$878K Buy
10,746
+731
+7% +$55.6K 0.19% 78
2022
Q3 		$612K Buy
10,015
+198
+2% +$14.5K 0.17% 84
2022
Q2 		$686K Buy
9,817
+1,503
+18% +$110K 0.19% 75
2022
Q1 		$688K Sell
8,314
-270
-3% -$21.9K 0.16% 81
2021
Q4 		$749K Buy
8,584
+1,026
+14% +$96.3K 0.2% 80
2021
Q3 		$659K Sell
7,558
-273
-3% -$24.1K 0.34% 71
2021
Q2 		$610K Buy
7,831
+3
+0% +$235 0.32% 77
2021
Q1 		$549K Buy
7,828
+3
+0% +$194 0.3% 83
2020
Q4 		$506K Sell
7,825
-708
-8% -$42.1K 0.29% 86
2020
Q3 		$509K Buy
8,533
+1,568
+23% +$89.1K 0.33% 75
2020
Q2 		$385K Sell
6,965
-775
-10% -$41.1K 0.28% 89
2020
Q1 		$374K Sell
7,740
-396
-5% -$20.4K 0.24% 79
2019
Q4 		$431K Sell
8,136
-710
-8% -$39.1K 0.19% 92
2019
Q3 		$487K Buy
8,846
+2,680
+43% +$148K 0.24% 79
2019
Q2 		$351K Buy
6,166
+33
+0.5% +$1.79K 0.19% 98
2019
Q1 		$329K Sell
6,133
-33
-0.5% -$1.68K 0.18% 99
2018
Q4 		$278K Buy
+6,166
New +$295K 0.2% 99

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GYL Financial Synergies's ORCL Position: Q3 2024 in Review

GYL Financial Synergies increased its Oracle (ORCL) stake by 0.12% in Q3 2024, buying an estimated $2.03K and bringing the position to 11,284 shares worth $1.92M. The position accounts for 0.14% of the portfolio, ranked #136.

GYL Financial Synergies first reported a position in ORCL in Q4 2018 and has held it in 24 quarters since. 3,073 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • GYL Financial Synergies held 11,284 shares of Oracle worth $1.92M as of Q3 2024.
  • GYL Financial Synergies bought 14 Oracle shares in Q3 2024, an estimated $2.03K.
  • Oracle made up 0.14% of GYL Financial Synergies's portfolio in Q3 2024, its #136 holding.
  • GYL Financial Synergies first reported a position in Oracle in Q4 2018 and has held it in 24 quarters since.
  • 3,073 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.