KB Financial Partners’s Oracle ORCL Stock Holding History

KB Financial Partners’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
2023 Q3	$444K	Sell	4,196 -51	-1%	-$5.9K	0.13%	101
2023 Q2	$506K	Buy	4,247 +2,494	+142%	+$258K	0.14%	91
2023 Q1	$163K	Hold	1,753	–	–	0.05%	178
2022 Q4	$143K	Hold	1,753	–	–	0.05%	185
2022 Q3	$107K	Sell	1,753 -45	-3%	-$3.29K	0.04%	194
2022 Q2	$126K	Hold	1,798	–	–	0.04%	187
2022 Q1	$149K	Sell	1,798 -181	-9%	-$14.7K	0.04%	193
2021 Q4	$173K	Sell	1,979 -503	-20%	-$47.2K	0.05%	193
2021 Q3	$216K	Sell	2,482 -698	-22%	-$61.7K	0.08%	152
2021 Q2	$248K	Sell	3,180 -761	-19%	-$59.6K	0.09%	135
2021 Q1	$277K	Buy	+3,941	New	+$255K	0.12%	95

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

KB Financial Partners's ORCL Position: Q3 2023 in Review

KB Financial Partners reduced its Oracle (ORCL) stake by 1.2% in Q3 2023, selling an estimated $5.9K and leaving 4,196 shares worth $444K. The position accounts for 0.13% of the portfolio, ranked #101.

KB Financial Partners first reported a position in ORCL in Q1 2021 and has held it in 11 quarters since. The position peaked at $506K in Q2 2023. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

KB Financial Partners held 4,196 shares of Oracle worth $444K as of Q3 2023.
KB Financial Partners sold 51 Oracle shares in Q3 2023, an estimated $5.9K.
Oracle made up 0.13% of KB Financial Partners's portfolio in Q3 2023, its #101 holding.
KB Financial Partners first reported a position in Oracle in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Oracle position peaked at $506K in Q2 2023.
2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.