Investment Management of Virginia’s Oracle ORCL Stock Holding History

Investment Management of Virginia’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	$1.77M	Buy	19,089 +1,200	+7%	+$105K	0.34%	87
2022 Q4	$1.46M	Sell	17,889 -132	-0.7%	-$10K	0.29%	99
2022 Q3	$1.1M	Hold	18,021	–	–	0.24%	106
2022 Q2	$1.26M	Sell	18,021 -1,764	-9%	-$129K	0.26%	103
2022 Q1	$1.64M	Sell	19,785 -338	-2%	-$27.4K	0.29%	94
2021 Q4	$1.75M	Buy	20,123 +1,139	+6%	+$107K	0.28%	98
2021 Q3	$1.65M	Hold	18,984	–	–	0.32%	89
2021 Q2	$1.48M	Buy	+18,984	New	+$1.49M	0.28%	96

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Investment Management of Virginia's ORCL Position: Q1 2023 in Review

Investment Management of Virginia increased its Oracle (ORCL) stake by 6.7% in Q1 2023, buying an estimated $105K and bringing the position to 19,089 shares worth $1.77M. The position accounts for 0.34% of the portfolio, ranked #87.

Investment Management of Virginia first reported a position in ORCL in Q2 2021 and has held it in 8 quarters since. 2,351 funds tracked by Wall St. Rank hold ORCL as of Q1 2023.

Investment Management of Virginia held 19,089 shares of Oracle worth $1.77M as of Q1 2023.
Investment Management of Virginia bought 1,200 Oracle shares in Q1 2023, an estimated $105K.
Oracle made up 0.34% of Investment Management of Virginia's portfolio in Q1 2023, its #87 holding.
Investment Management of Virginia first reported a position in Oracle in Q2 2021 and has held it in 8 quarters since.
2,351 funds tracked by Wall St. Rank held Oracle as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.