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
2019 Q4	–	Sell	-29,400	Closed	-$15K	–	128
2019 Q3	$15K	Buy	+29,400	New	+$1.62M	0.01%	117
2019 Q2	–	Sell	-29,400	Closed	-$4K	–	134
2019 Q1	$4K	Sell	29,400 -2,910,600	-99%	-$148M	﹤0.01%	122
2018 Q4	$17K	Buy	+2,940,000	New	+$141M	0.01%	152
2018 Q3	–	Sell	-29,400	Closed	-$9K	–	126
2018 Q2	$9K	Hold	29,400	–	–	﹤0.01%	113
2018 Q1	$18K	Buy	+29,400	New	+$1.46M	0.01%	105

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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.