Lehman & Derafelo Financial Resources’s Oracle ORCL Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$296K	Sell	3,627 -100	-3%	-$7.6K	0.09%	90
2022 Q3	$228K	Sell	3,727 -700	-16%	-$51.2K	0.07%	88
2022 Q2	$309K	Hold	4,427	–	–	0.1%	78
2022 Q1	$366K	Buy	4,427 +800	+22%	+$64.8K	0.1%	79
2021 Q4	$316K	Buy	3,627 +62	+2%	+$5.82K	0.1%	78
2021 Q3	$311K	Sell	3,565 -1,900	-35%	-$168K	0.1%	78
2021 Q2	$425K	Sell	5,465 -370	-6%	-$29K	0.12%	76
2021 Q1	$409K	Buy	5,835 +800	+16%	+$51.8K	0.11%	75
2020 Q4	$326K	Buy	5,035 +994	+25%	+$59.2K	0.1%	81
2020 Q3	$241K	Sell	4,041 -500	-11%	-$28.4K	0.08%	110
2020 Q2	$251K	Sell	4,541 -1,675	-27%	-$88.7K	0.09%	99
2020 Q1	$300K	Sell	6,216 -60	-1%	-$3.1K	0.12%	70
2019 Q4	$333K	Buy	6,276 +6	+0.1%	+$330	0.12%	75
2019 Q3	$345K	Hold	6,270	–	–	0.13%	70
2019 Q2	$372K	Buy	6,270 +600	+11%	+$32.5K	0.15%	62
2019 Q1	$305K	Hold	5,670	–	–	0.13%	71
2018 Q4	$256K	Buy	+5,670	New	+$272K	0.13%	71

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

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

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

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

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

Lehman & Derafelo Financial Resources's ORCL Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Oracle (ORCL) stake by 2.7% in Q4 2022, selling an estimated $7.6K and leaving 3,627 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #90.

Lehman & Derafelo Financial Resources first reported a position in ORCL in Q4 2018 and has held it in 17 quarters since. The position peaked at $425K in Q2 2021. 2,299 funds tracked by Wall St. Rank hold ORCL as of Q4 2022.

Lehman & Derafelo Financial Resources held 3,627 shares of Oracle worth $296K as of Q4 2022.
Lehman & Derafelo Financial Resources sold 100 Oracle shares in Q4 2022, an estimated $7.6K.
Oracle made up 0.09% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #90 holding.
Lehman & Derafelo Financial Resources first reported a position in Oracle in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's Oracle position peaked at $425K in Q2 2021.
2,299 funds tracked by Wall St. Rank held Oracle as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.