HC Financial Advisors’s Oracle ORCL Stock Holding History

HC Financial Advisors’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
2022 Q2	$225K	Hold	3,217	–	–	0.15%	74
2022 Q1	$266K	Hold	3,217	–	–	0.16%	73
2021 Q4	$281K	Hold	3,217	–	–	0.16%	72
2021 Q3	$280K	Hold	3,217	–	–	0.17%	71
2021 Q2	$250K	Hold	3,217	–	–	0.15%	73
2021 Q1	$226K	Hold	3,217	–	–	0.14%	71
2020 Q4	$208K	Buy	3,217 +619	+24%	+$36.8K	0.13%	74
2020 Q3	$155K	Buy	2,598 +1,689	+186%	+$95.9K	0.11%	76
2020 Q2	$50K	Sell	909 -1,195	-57%	-$63.3K	0.04%	111
2020 Q1	$102K	Buy	+2,104	New	+$109K	0.09%	83
2018 Q4	–	Sell	-6,635	Closed	-$342K	–	49
2018 Q3	$342K	Sell	6,635 -44,578	-87%	-$2.17M	0.3%	62
2018 Q2	$2.26M	Sell	51,213 -4,906	-9%	-$226K	2.2%	13
2018 Q1	$2.57M	Buy	56,119 +560	+1%	+$27.8K	2.53%	9
2017 Q4	$2.63M	Buy	+55,559	New	+$2.73M	2.54%	9

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

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

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

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

HC Financial Advisors's ORCL Position: Q2 2022 in Review

HC Financial Advisors held its Oracle (ORCL) position steady in Q2 2022 at 3,217 shares worth $225K. The position accounts for 0.15% of the portfolio, ranked #74.

HC Financial Advisors first reported a position in ORCL in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.63M in Q4 2017. 2,192 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

HC Financial Advisors held 3,217 shares of Oracle worth $225K as of Q2 2022.
HC Financial Advisors left its Oracle share count unchanged in Q2 2022.
Oracle made up 0.15% of HC Financial Advisors's portfolio in Q2 2022, its #74 holding.
HC Financial Advisors first reported a position in Oracle in Q4 2017 and has held it in 14 quarters since.
HC Financial Advisors's Oracle position peaked at $2.63M in Q4 2017.
2,192 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.