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Gyroscope Capital Management Group’s Oracle ORCL Stock Holding History

Gyroscope Capital Management Group’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
2023
Q3 		$1.52M Buy
14,390
+3,958
+38% +$458K 0.35% 75
2023
Q2 		$1.24M Sell
10,432
-1,588
-13% -$164K 0.29% 76
2023
Q1 		$1.12M Buy
12,020
+1,400
+13% +$123K 0.28% 74
2022
Q4 		$868K Sell
10,620
-101,718
-91% -$7.73M 0.26% 74
2022
Q3 		$6.86M Buy
112,338
+1,873
+2% +$137K 2.65% 11
2022
Q2 		$7.72M Buy
110,465
+19,448
+21% +$1.42M 2.65% 9
2022
Q1 		$7.53M Buy
91,017
+2,181
+2% +$177K 2.59% 13
2021
Q4 		$7.75M Buy
88,836
+6,275
+8% +$589K 2.73% 9
2021
Q3 		$7.19M Sell
82,561
-8,655
-9% -$764K 2.72% 9
2021
Q2 		$7.1M Buy
91,216
+7,730
+9% +$605K 2.5% 13
2021
Q1 		$5.86M Sell
83,486
-1,404
-2% -$90.9K 2.34% 20
2020
Q4 		$5.49M Buy
+84,890
New +$5.05M 2.36% 16
2020
Q2 		– Sell
-29,961
Closed -$1.45M – 127
2020
Q1 		$1.45M Hold
29,961
– – 0.68% 32
2019
Q4 		$1.59M Hold
29,961
– – 0.57% 35
2019
Q3 		$1.61M Hold
29,961
– – 0.64% 31
2019
Q2 		$1.78M Buy
29,961
+300
+1% +$16.2K 0.67% 32
2019
Q1 		$1.62M Sell
29,661
-100
-0.3% -$5.09K 0.62% 33
2018
Q4 		$1.34M Buy
29,761
+337
+1% +$16.1K 0.51% 48
2018
Q3 		$1.45M Hold
29,424
– – 0.6% 33
2018
Q2 		$1.3M Hold
29,424
– – 0.57% 37
2018
Q1 		$1.35M Hold
29,424
– – 0.64% 36
2017
Q4 		$1.39M Sell
29,424
-142
-0.5% -$6.96K 0.64% 36
2017
Q3 		$1.43M Sell
29,566
-11,568
-28% -$576K 0.72% 34
2017
Q2 		$2.06M Sell
41,134
-759
-2% -$34.6K 1.03% 31
2017
Q1 		$1.87M Hold
41,893
– – 1.12% 30
2016
Q4 		$1.61M Buy
41,893
+11,710
+39% +$458K 1.08% 30
2016
Q3 		$1.19M Buy
30,183
+100
+0.3% +$4.07K 0.89% 30
2016
Q2 		$1.23M Hold
30,083
– – 1% 30
2016
Q1 		$1.23M Hold
30,083
– – 0.95% 31
2015
Q4 		$1.1M Hold
30,083
– – 0.86% 32
2015
Q3 		$1.09M Buy
+30,083
New +$1.16M 0.93% 31

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
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 $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gyroscope Capital Management Group's ORCL Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its Oracle (ORCL) stake by 38% in Q3 2023, buying an estimated $458K and bringing the position to 14,390 shares worth $1.52M. The position accounts for 0.35% of the portfolio, ranked #75.

Gyroscope Capital Management Group first reported a position in ORCL in Q3 2015 and has held it in 31 quarters since. The position peaked at $7.75M in Q4 2021. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Gyroscope Capital Management Group held 14,390 shares of Oracle worth $1.52M as of Q3 2023.
  • Gyroscope Capital Management Group bought 3,958 Oracle shares in Q3 2023, an estimated $458K.
  • Oracle made up 0.35% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #75 holding.
  • Gyroscope Capital Management Group first reported a position in Oracle in Q3 2015 and has held it in 31 quarters since.
  • Gyroscope Capital Management Group's Oracle position peaked at $7.75M in Q4 2021.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.