KP Management’s Oracle ORCL Stock Holding History

KP 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 Q1	–	Sell	-20,000	Closed	-$2.11M	–	87
2023 Q4	$2.11M	Buy	+20,000	New	+$2.18M	0.9%	45

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

KP Management's ORCL Position: Q1 2024 in Review

KP Management sold out of Oracle (ORCL) in Q1 2024, closing a stake of 20,000 shares — an estimated $2.11M sold.

KP Management first reported a position in ORCL in Q4 2023 and held it in 1 quarter. The position peaked at $2.11M in Q4 2023. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

KP Management reported no remaining Oracle position as of Q1 2024 after selling out during the quarter.
KP Management sold 20,000 Oracle shares in Q1 2024, an estimated $2.11M.
KP Management first reported a position in Oracle in Q4 2023 and held it in 1 quarter.
KP Management's Oracle position peaked at $2.11M in Q4 2023.
2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on KP Management's 13F filing for Q1 2024, filed 19 Sep 2024.