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Hyperion Partners’s Oracle ORCL Stock Holding History

Hyperion Partners’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 		$436K Sell
2,560
-7
-0.3% -$1.01K 0.28% 37
2024
Q2 		$362K Buy
2,567
+123
+5% +$15.3K 0.26% 40
2024
Q1 		$307K Sell
2,444
-8
-0.3% -$916 0.22% 46
2023
Q4 		$258K Buy
2,452
+155
+7% +$16.9K 0.2% 53
2023
Q3 		$243K Sell
2,297
-17
-0.7% -$1.97K 0.21% 55
2023
Q2 		$276K Sell
2,314
-12
-0.5% -$1.24K 0.23% 47
2023
Q1 		$216K Buy
+2,326
New +$204K 0.19% 57

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Hyperion Partners's ORCL Position: Q3 2024 in Review

Hyperion Partners reduced its Oracle (ORCL) stake by 0.27% in Q3 2024, selling an estimated $1.01K and leaving 2,560 shares worth $436K. The position accounts for 0.28% of the portfolio, ranked #37.

Hyperion Partners first reported a position in ORCL in Q1 2023 and has held it in 7 quarters since. 3,073 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Hyperion Partners held 2,560 shares of Oracle worth $436K as of Q3 2024.
  • Hyperion Partners sold 7 Oracle shares in Q3 2024, an estimated $1.01K.
  • Oracle made up 0.28% of Hyperion Partners's portfolio in Q3 2024, its #37 holding.
  • Hyperion Partners first reported a position in Oracle in Q1 2023 and has held it in 7 quarters since.
  • 3,073 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.