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Halpern Financial’s Oracle ORCL Stock Holding History

Halpern Financial’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 		$86.2K Buy
514
+14
+3% +$2.03K 0.02% 75
2024
Q2 		$70.6K Sell
500
-200
-29% -$24.8K 0.02% 81
2024
Q1 		$88.4K Sell
700
-493
-41% -$56.4K 0.03% 72
2023
Q4 		$122K Buy
1,193
+193
+19% +$21.1K 0.04% 65
2023
Q3 		$106K Buy
1,000
+500
+100% +$57.9K 0.04% 61
2023
Q2 		$59.5K Hold
500
– – 0.02% 75
2023
Q1 		$46.5K Hold
500
– – 0.02% 81
2022
Q4 		$40.9K Hold
500
– – 0.02% 86
2022
Q3 		$30.5K Hold
500
– – 0.01% 94
2022
Q2 		$34.9K Sell
500
-379
-43% -$27.7K 0.01% 93
2022
Q1 		$72.7K Buy
+879
New +$71.2K 0.03% 85

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 $295B AUM 31.6% 1-Year Est. Return

Halpern Financial's ORCL Position: Q3 2024 in Review

Halpern Financial increased its Oracle (ORCL) stake by 2.8% in Q3 2024, buying an estimated $2.03K and bringing the position to 514 shares worth $86.2K. The position accounts for 0.02% of the portfolio, ranked #75.

Halpern Financial first reported a position in ORCL in Q1 2022 and has held it in 11 quarters since. The position peaked at $122K in Q4 2023. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Halpern Financial held 514 shares of Oracle worth $86.2K as of Q3 2024.
  • Halpern Financial bought 14 Oracle shares in Q3 2024, an estimated $2.03K.
  • Oracle made up 0.02% of Halpern Financial's portfolio in Q3 2024, its #75 holding.
  • Halpern Financial first reported a position in Oracle in Q1 2022 and has held it in 11 quarters since.
  • Halpern Financial's Oracle position peaked at $122K in Q4 2023.
  • 3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.