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Intelligent Financial Strategies’s Oracle ORCL Stock Holding History

Intelligent Financial Strategies’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
Q4 		– Sell
-200
Closed -$21.2K – 87
2023
Q3 		$21.2K Hold
200
– – 0.02% 81
2023
Q2 		$23.8K Hold
200
– – 0.02% 80
2023
Q1 		$18.6K Hold
200
– – 0.01% 86
2022
Q4 		$16.3K Hold
200
– – 0.01% 89
2022
Q3 		$12K Sell
200
-100
-33% -$7.32K 0.01% 90
2022
Q2 		$21K Sell
300
-556
-65% -$40.7K 0.02% 83
2022
Q1 		$71K Buy
856
+2
+0.2% +$162 0.07% 61
2021
Q4 		$74K Buy
+854
New +$80.2K 0.07% 64

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Intelligent Financial Strategies's ORCL Position: Q4 2023 in Review

Intelligent Financial Strategies sold out of Oracle (ORCL) in Q4 2023, closing a stake of 200 shares — an estimated $21.2K sold.

Intelligent Financial Strategies first reported a position in ORCL in Q4 2021 and held it in 8 quarters. The position peaked at $74K in Q4 2021. 2,694 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

  • Intelligent Financial Strategies reported no remaining Oracle position as of Q4 2023 after selling out during the quarter.
  • Intelligent Financial Strategies sold 200 Oracle shares in Q4 2023, an estimated $21.2K.
  • Intelligent Financial Strategies first reported a position in Oracle in Q4 2021 and held it in 8 quarters.
  • Intelligent Financial Strategies's Oracle position peaked at $74K in Q4 2021.
  • 2,694 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on Intelligent Financial Strategies's 13F filing for Q4 2023, filed 9 Feb 2024.