IIM
ORCL icon

InTrack Investment Management’s Oracle ORCL Stock Holding History

InTrack 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
Q1 		– Sell
-2,704
Closed -$221K – 126
2022
Q4 		$221K Buy
+2,704
New +$205K 0.22% 109
2021
Q4 		– Sell
-2,900
Closed -$274K – 121
2021
Q3 		$274K Hold
2,900
– – 0.2% 103
2021
Q2 		$241K Sell
2,900
-300
-9% -$23.5K 0.19% 107
2021
Q1 		$225K Sell
3,200
-200
-6% -$12.9K 0.21% 96
2020
Q4 		$220K Buy
+3,400
New +$202K 0.22% 85

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

InTrack Investment Management's ORCL Position: Q1 2023 in Review

InTrack Investment Management sold out of Oracle (ORCL) in Q1 2023, closing a stake of 2,704 shares — an estimated $221K sold.

InTrack Investment Management first reported a position in ORCL in Q4 2020 and held it in 5 quarters. The position peaked at $274K in Q3 2021. 2,349 funds tracked by Wall St. Rank hold ORCL as of Q1 2023.

  • InTrack Investment Management reported no remaining Oracle position as of Q1 2023 after selling out during the quarter.
  • InTrack Investment Management sold 2,704 Oracle shares in Q1 2023, an estimated $221K.
  • InTrack Investment Management first reported a position in Oracle in Q4 2020 and held it in 5 quarters.
  • InTrack Investment Management's Oracle position peaked at $274K in Q3 2021.
  • 2,349 funds tracked by Wall St. Rank held Oracle as of Q1 2023.

Based on InTrack Investment Management's 13F filing for Q1 2023, filed 5 Apr 2023.