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Investors Financial Group’s Oracle ORCL Stock Holding History

Investors Financial Group’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
2022
Q1 		– Sell
-4,129
Closed -$360K – 128
2021
Q4 		$360K Sell
4,129
-48
-1% -$4.51K 0.17% 140
2021
Q3 		$364K Buy
4,177
+2
+0% +$177 0.19% 134
2021
Q2 		$325K Buy
4,175
+2
+0% +$157 0.17% 145
2021
Q1 		$293K Buy
4,173
+2
+0% +$129 0.17% 140
2020
Q4 		$270K Buy
4,171
+2
+0% +$119 0.18% 134
2020
Q3 		$249K Sell
4,169
-358
-8% -$20.3K 0.19% 128
2020
Q2 		$250K Buy
4,527
+2
+0% +$106 0.21% 118
2020
Q1 		$219K Buy
4,525
+512
+13% +$26.4K 0.22% 105
2019
Q4 		$213K Buy
+4,013
New +$221K 0.17% 123

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Investors Financial Group's ORCL Position: Q1 2022 in Review

Investors Financial Group sold out of Oracle (ORCL) in Q1 2022, closing a stake of 4,129 shares — an estimated $360K sold.

Investors Financial Group first reported a position in ORCL in Q4 2019 and held it in 9 quarters. The position peaked at $364K in Q3 2021. 2,266 funds tracked by Wall St. Rank hold ORCL as of Q1 2022.

  • Investors Financial Group reported no remaining Oracle position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 4,129 Oracle shares in Q1 2022, an estimated $360K.
  • Investors Financial Group first reported a position in Oracle in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's Oracle position peaked at $364K in Q3 2021.
  • 2,266 funds tracked by Wall St. Rank held Oracle as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.