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Janiczek Wealth Management’s Oracle ORCL Stock Holding History

Janiczek Wealth 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
2024
Q2 		$228K Buy
1,616
+200
+14% +$24.8K 0.05% 169
2024
Q1 		$178K Buy
1,416
+49
+4% +$5.61K 0.04% 194
2023
Q4 		$144K Sell
1,367
-177
-11% -$19.3K 0.03% 215
2023
Q3 		$164K Buy
1,544
+1,304
+543% +$151K 0.04% 169
2023
Q2 		$28.6K Hold
240
– – 0.01% 404
2023
Q1 		$23K Sell
240
-47
-16% -$4.12K 0.01% 435
2022
Q4 		$25.6K Buy
287
+35
+14% +$2.66K 0.01% 413
2022
Q3 		$16K Sell
252
-84
-25% -$6.15K 0.01% 482
2022
Q2 		$26K Buy
336
+69
+26% +$5.05K 0.01% 429
2022
Q1 		$22K Sell
267
-40
-13% -$3.24K 0.01% 434
2021
Q4 		$27K Hold
307
– – 0.01% 434
2021
Q3 		$27K Buy
307
+16
+5% +$1.41K 0.01% 403
2021
Q2 		$23K Buy
291
+194
+200% +$15.2K 0.01% 398
2021
Q1 		$7K Hold
97
– – ﹤0.01% 592
2020
Q4 		$6K Buy
97
+35
+56% +$2.08K ﹤0.01% 564
2020
Q3 		$4K Sell
62
-18
-23% -$1.02K ﹤0.01% 397
2020
Q2 		$4K Buy
+80
New +$4.24K ﹤0.01% 206
2018
Q3 		– Sell
-23
Closed -$1K – 162
2018
Q2 		$1K Buy
+23
New +$1.06K ﹤0.01% 152

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janiczek Wealth Management's ORCL Position: Q2 2024 in Review

Janiczek Wealth Management increased its Oracle (ORCL) stake by 14% in Q2 2024, buying an estimated $24.8K and bringing the position to 1,616 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #169.

Janiczek Wealth Management first reported a position in ORCL in Q2 2018 and has held it in 18 quarters since. 2,915 funds tracked by Wall St. Rank hold ORCL as of Q2 2024.

  • Janiczek Wealth Management held 1,616 shares of Oracle worth $228K as of Q2 2024.
  • Janiczek Wealth Management bought 200 Oracle shares in Q2 2024, an estimated $24.8K.
  • Oracle made up 0.05% of Janiczek Wealth Management's portfolio in Q2 2024, its #169 holding.
  • Janiczek Wealth Management first reported a position in Oracle in Q2 2018 and has held it in 18 quarters since.
  • 2,915 funds tracked by Wall St. Rank held Oracle as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.