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Israel Discount Bank of New York’s Oracle ORCL Stock Holding History

Israel Discount Bank of New York’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
2024
Q3 		– Sell
-1,718
Closed -$243K – 50
2024
Q2 		$243K Sell
1,718
-1,599
-48% -$199K 0.39% 40
2024
Q1 		$417K Sell
3,317
-2,430
-42% -$278K 0.52% 39
2023
Q4 		$606K Buy
5,747
+2,089
+57% +$228K 0.47% 42
2023
Q3 		$387K Sell
3,658
-23
-0.6% -$2.66K 0.32% 66
2023
Q2 		$438K Sell
3,681
-984
-21% -$102K 0.35% 62
2023
Q1 		$433K Buy
+4,665
New +$409K 0.33% 69
2021
Q1 		$521K Sell
7,420
-519
-7% -$33.6K 0.4% 59
2020
Q4 		$513K Sell
7,939
-2,503
-24% -$149K 0.37% 62
2020
Q3 		$623K Sell
10,442
-902
-8% -$51.2K 0.4% 60
2020
Q2 		$627K Sell
11,344
-2,474
-18% -$131K 0.43% 63
2020
Q1 		$667K Sell
13,818
-187
-1% -$9.65K 0.51% 56
2019
Q4 		$742K Sell
14,005
-1,619
-10% -$89.1K 0.49% 55
2019
Q3 		$860K Buy
15,624
+1,544
+11% +$85.3K 0.63% 44
2019
Q2 		$802K Buy
14,080
+435
+3% +$23.5K 0.61% 41
2019
Q1 		$733K Buy
13,645
+615
+5% +$31.3K 0.5% 41
2018
Q4 		$588K Sell
13,030
-150
-1% -$7.19K 0.45% 44
2018
Q3 		$679K Sell
13,180
-120
-0.9% -$5.83K 0.44% 48
2018
Q2 		$586K Sell
13,300
-242
-2% -$11.2K 0.39% 53
2018
Q1 		$619K Sell
13,542
-328
-2% -$16.3K 0.41% 53
2017
Q4 		$655K Sell
13,870
-3,250
-19% -$159K 0.45% 50
2017
Q3 		$828K Sell
17,120
-905
-5% -$45K 0.62% 28
2017
Q2 		$904K Buy
18,025
+90
+0.5% +$4.1K 0.72% 25
2017
Q1 		$800K Buy
17,935
+3,853
+27% +$160K 0.65% 33
2016
Q4 		$541K Buy
+14,082
New +$551K 0.49% 46

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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Israel Discount Bank of New York's ORCL Position: Q3 2024 in Review

Israel Discount Bank of New York sold out of Oracle (ORCL) in Q3 2024, closing a stake of 1,718 shares — an estimated $243K sold.

Israel Discount Bank of New York first reported a position in ORCL in Q4 2016 and held it in 24 quarters. The position peaked at $904K in Q2 2017. 3,070 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Israel Discount Bank of New York reported no remaining Oracle position as of Q3 2024 after selling out during the quarter.
  • Israel Discount Bank of New York sold 1,718 Oracle shares in Q3 2024, an estimated $243K.
  • Israel Discount Bank of New York first reported a position in Oracle in Q4 2016 and held it in 24 quarters.
  • Israel Discount Bank of New York's Oracle position peaked at $904K in Q2 2017.
  • 3,070 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Israel Discount Bank of New York's 13F filing for Q3 2024, filed 8 Nov 2024.