Kings Point Capital Management’s Oracle ORCL Stock Holding History

Kings Point Capital 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
2022 Q1	$97K	Buy	1,177 +127	+12%	+$10.3K	0.01%	283
2021 Q4	$92K	Sell	1,050 -7	-0.7%	-$657	0.01%	309
2021 Q3	$92K	Sell	1,057 -60	-5%	-$5.3K	0.01%	288
2021 Q2	$87K	Buy	1,117 +57	+5%	+$4.46K	0.01%	291
2021 Q1	$74K	Sell	1,060 -3	-0.3%	-$194	0.01%	297
2020 Q4	$69K	Hold	1,063	–	–	0.01%	284
2020 Q3	$63K	Sell	1,063 -550	-34%	-$31.2K	0.01%	292
2020 Q2	$89K	Sell	1,613 -385	-19%	-$20.4K	0.01%	225
2020 Q1	$97K	Sell	1,998 -799	-29%	-$41.2K	0.02%	216
2019 Q4	$148K	Buy	2,797 +448	+19%	+$24.7K	0.02%	207
2019 Q3	$129K	Buy	+2,349	New	+$130K	0.02%	199
2014 Q3	–	Sell	-564	Closed	-$23K	–	325
2014 Q2	$23K	Buy	+564	New	+$23.2K	0.01%	240

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kings Point Capital Management's ORCL Position: Q1 2022 in Review

Kings Point Capital Management increased its Oracle (ORCL) stake by 12% in Q1 2022, buying an estimated $10.3K and bringing the position to 1,177 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #283.

Kings Point Capital Management first reported a position in ORCL in Q2 2014 and has held it in 12 quarters since. The position peaked at $148K in Q4 2019. 2,266 funds tracked by Wall St. Rank hold ORCL as of Q1 2022.

Kings Point Capital Management held 1,177 shares of Oracle worth $97K as of Q1 2022.
Kings Point Capital Management bought 127 Oracle shares in Q1 2022, an estimated $10.3K.
Oracle made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #283 holding.
Kings Point Capital Management first reported a position in Oracle in Q2 2014 and has held it in 12 quarters since.
Kings Point Capital Management's Oracle position peaked at $148K in Q4 2019.
2,266 funds tracked by Wall St. Rank held Oracle as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.