Kathleen S. Wright Associates’s Oracle ORCL Stock Holding History

Kathleen S. Wright Associates’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	–	Sell	-36	Closed	-$4.52K	–	241
2024 Q1	$4.52K	Buy	+36	New	+$4.12K	﹤0.01%	203

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kathleen S. Wright Associates's ORCL Position: Q2 2024 in Review

Kathleen S. Wright Associates sold out of Oracle (ORCL) in Q2 2024, closing a stake of 36 shares — an estimated $4.52K sold.

Kathleen S. Wright Associates first reported a position in ORCL in Q1 2024 and held it in 1 quarter. The position peaked at $4.52K in Q1 2024. 2,915 funds tracked by Wall St. Rank hold ORCL as of Q2 2024.

Kathleen S. Wright Associates reported no remaining Oracle position as of Q2 2024 after selling out during the quarter.
Kathleen S. Wright Associates sold 36 Oracle shares in Q2 2024, an estimated $4.52K.
Kathleen S. Wright Associates first reported a position in Oracle in Q1 2024 and held it in 1 quarter.
Kathleen S. Wright Associates's Oracle position peaked at $4.52K in Q1 2024.
2,915 funds tracked by Wall St. Rank held Oracle as of Q2 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2024, filed 18 Jul 2024.