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Industrial Alliance Investment Management’s Oracle ORCL Stock Holding History

Industrial Alliance Investment Management’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
2023
Q3 		– Sell
-820
Closed -$98K – 121
2023
Q2 		$98K Sell
820
-83,951
-99% -$8.68M 0.05% 108
2023
Q1 		$7.88M Sell
84,771
-80
-0.1% -$7.01K 0.22% 93
2022
Q4 		$6.94M Buy
84,851
+12,890
+18% +$980K 0.19% 119
2022
Q3 		$4.39M Hold
71,961
– – 0.13% 151
2022
Q2 		$5.03M Hold
71,961
– – 0.14% 141
2022
Q1 		$5.95M Sell
71,961
-107,768
-60% -$8.73M 0.14% 150
2021
Q4 		$15.7M Buy
+179,729
New +$16.9M 0.36% 65

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

Industrial Alliance Investment Management's ORCL Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Oracle (ORCL) in Q3 2023, closing a stake of 820 shares — an estimated $98K sold.

Industrial Alliance Investment Management first reported a position in ORCL in Q4 2021 and held it in 7 quarters. The position peaked at $15.7M in Q4 2021. 2,529 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 820 Oracle shares in Q3 2023, an estimated $98K.
  • Industrial Alliance Investment Management first reported a position in Oracle in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's Oracle position peaked at $15.7M in Q4 2021.
  • 2,529 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.