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IndexIQ Advisors’s Oracle ORCL Stock Holding History

IndexIQ 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
Q1 		$147K Buy
+1,781
New +$144K 0.01% 1052
2021
Q1 		– Sell
-39,189
Closed -$2.54M – 1269
2020
Q4 		$2.54M Sell
39,189
-14,354
-27% -$854K 0.09% 170
2020
Q3 		$3.2M Buy
53,543
+8,193
+18% +$465K 0.13% 106
2020
Q2 		$2.51M Buy
45,350
+5,422
+14% +$287K 0.11% 125
2020
Q1 		$1.93M Sell
39,928
-38,639
-49% -$1.99M 0.09% 154
2019
Q4 		$4.16M Buy
78,567
+17,608
+29% +$969K 0.15% 141
2019
Q3 		$3.35M Sell
60,959
-20,840
-25% -$1.15M 0.12% 139
2019
Q2 		$4.66M Sell
81,799
-1,809
-2% -$97.9K 0.14% 118
2019
Q1 		$4.49M Buy
+83,608
New +$4.26M 0.13% 104
2018
Q1 		– Sell
-17,242
Closed -$815K – 644
2017
Q4 		$815K Buy
+17,242
New +$846K 0.03% 441

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

IndexIQ Advisors's ORCL Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Oracle (ORCL) in Q1 2022: 1,781 shares worth $147K. The stake represents 0.01% of the portfolio and ranks #1052 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in ORCL as recently as Q4 2020.

IndexIQ Advisors first reported a position in ORCL in Q4 2017 and has held it in 10 quarters since. The position peaked at $4.66M in Q2 2019. 2,266 funds tracked by Wall St. Rank hold ORCL as of Q1 2022.

  • IndexIQ Advisors held 1,781 shares of Oracle worth $147K as of Q1 2022.
  • Oracle was a new IndexIQ Advisors position in Q1 2022.
  • Oracle made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1052 holding.
  • IndexIQ Advisors first reported a position in Oracle in Q4 2017 and has held it in 10 quarters since.
  • IndexIQ Advisors's Oracle position peaked at $4.66M in Q2 2019.
  • 2,266 funds tracked by Wall St. Rank held Oracle as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.