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Hoover Financial Advisors’s Oracle ORCL Stock Holding History

Hoover 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
2021
Q2 		$350K Hold
4,501
– – 0.06% 92
2021
Q1 		$350K Buy
4,501
+137
+3% +$8.87K 0.07% 84
2020
Q4 		$269K Hold
4,364
– – 0.07% 87
2020
Q3 		$261K Hold
4,364
– – 0.09% 80
2020
Q2 		$241K Sell
4,364
-229
-5% -$12.1K 0.09% 81
2020
Q1 		$222K Buy
+4,593
New +$237K 0.12% 72

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hoover Financial Advisors's ORCL Position: Q2 2021 in Review

Hoover Financial Advisors held its Oracle (ORCL) position steady in Q2 2021 at 4,501 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #92.

Hoover Financial Advisors first reported a position in ORCL in Q1 2020 and has held it in 6 quarters since. 2,096 funds tracked by Wall St. Rank hold ORCL as of Q2 2021.

  • Hoover Financial Advisors held 4,501 shares of Oracle worth $350K as of Q2 2021.
  • Hoover Financial Advisors left its Oracle share count unchanged in Q2 2021.
  • Oracle made up 0.06% of Hoover Financial Advisors's portfolio in Q2 2021, its #92 holding.
  • Hoover Financial Advisors first reported a position in Oracle in Q1 2020 and has held it in 6 quarters since.
  • 2,096 funds tracked by Wall St. Rank held Oracle as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.