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Intelligence Driven Advisers’s Oracle ORCL Stock Holding History

Intelligence Driven Advisers’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
-3,612
Closed -$417K – 95
2023
Q2 		$417K Buy
3,612
+290
+9% +$30K 0.07% 59
2023
Q1 		$315K Buy
3,322
+495
+18% +$43.4K 0.06% 66
2022
Q4 		$242K Sell
2,827
-424
-13% -$32.2K 0.04% 83
2022
Q3 		$212K Buy
+3,251
New +$238K 0.04% 103

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intelligence Driven Advisers's ORCL Position: Q3 2023 in Review

Intelligence Driven Advisers sold out of Oracle (ORCL) in Q3 2023, closing a stake of 3,612 shares — an estimated $417K sold.

Intelligence Driven Advisers first reported a position in ORCL in Q3 2022 and held it in 4 quarters. The position peaked at $417K in Q2 2023. 2,529 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Intelligence Driven Advisers reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
  • Intelligence Driven Advisers sold 3,612 Oracle shares in Q3 2023, an estimated $417K.
  • Intelligence Driven Advisers first reported a position in Oracle in Q3 2022 and held it in 4 quarters.
  • Intelligence Driven Advisers's Oracle position peaked at $417K in Q2 2023.
  • 2,529 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Intelligence Driven Advisers's 13F filing for Q3 2023, filed 7 Nov 2023.