Kapitalo Investimentos’s Oracle ORCL Stock Holding History

Kapitalo Investimentos’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 Q1	–	Sell	-1,614	Closed	-$170K	–	475
2023 Q4	$170K	Sell	1,614 -1,509	-48%	-$165K	0.04%	305
2023 Q3	$331K	Buy	+3,123	New	+$361K	0.05%	183

Other funds holding ORCL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kapitalo Investimentos's ORCL Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Oracle (ORCL) in Q1 2024, closing a stake of 1,614 shares — an estimated $170K sold.

Kapitalo Investimentos first reported a position in ORCL in Q3 2023 and held it in 2 quarters. The position peaked at $331K in Q3 2023. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

Kapitalo Investimentos reported no remaining Oracle position as of Q1 2024 after selling out during the quarter.
Kapitalo Investimentos sold 1,614 Oracle shares in Q1 2024, an estimated $170K.
Kapitalo Investimentos first reported a position in Oracle in Q3 2023 and held it in 2 quarters.
Kapitalo Investimentos's Oracle position peaked at $331K in Q3 2023.
2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.