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Lenox Wealth Advisors’s Oracle ORCL Stock Holding History

Lenox Wealth Advisors’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 		$3K Sell
37
-39
-51% -$3.16K ﹤0.01% 617
2021
Q4 		$7K Buy
76
+29
+62% +$2.72K ﹤0.01% 557
2021
Q3 		$4K Buy
47
+19
+68% +$1.68K ﹤0.01% 582
2021
Q2 		$2K Hold
28
– – ﹤0.01% 647
2021
Q1 		$2K Sell
28
-2
-7% -$129 ﹤0.01% 621
2020
Q4 		$2K Buy
30
+2
+7% +$119 ﹤0.01% 580
2020
Q3 		$2K Hold
28
– – ﹤0.01% 522
2020
Q2 		$2K Hold
28
– – ﹤0.01% 525
2020
Q1 		$1K Sell
28
-23
-45% -$1.19K ﹤0.01% 709
2019
Q4 		$3K Buy
51
+23
+82% +$1.27K ﹤0.01% 554
2019
Q3 		$2K Hold
28
– – ﹤0.01% 515
2019
Q2 		$2K Buy
+28
New +$1.51K ﹤0.01% 362
2018
Q3 		– Sell
-20
Closed -$1K – 490
2018
Q2 		$1K Sell
20
-1,980
-99% -$91.2K ﹤0.01% 525
2018
Q1 		$92K Buy
+2,000
New +$99.4K 0.02% 110
2017
Q4 		– Sell
-14
Closed -$1K – 436
2017
Q3 		$1K Buy
+14
New +$697 ﹤0.01% 211
2016
Q4 		– Sell
-2,160
Closed -$85K – 161
2016
Q3 		$85K Hold
2,160
– – 0.03% 57
2016
Q2 		$88K Hold
2,160
– – 0.03% 58
2016
Q1 		$88K Sell
2,160
-159
-7% -$5.88K 0.03% 59
2015
Q4 		$85K Sell
2,319
-649
-22% -$24.8K 0.03% 58
2015
Q3 		$107K Buy
2,968
+150
+5% +$5.77K 0.04% 45
2015
Q2 		$114K Hold
2,818
– – 0.05% 40
2015
Q1 		$122K Hold
2,818
– – 0.05% 43
2014
Q4 		$127K Sell
2,818
-125
-4% -$5.09K 0.05% 43
2014
Q3 		$113K Sell
2,943
-260
-8% -$10.5K 0.05% 39
2014
Q2 		$130K Buy
3,203
+353
+12% +$14.5K 0.06% 30
2014
Q1 		$118K Sell
2,850
-612
-18% -$23.3K 0.07% 30
2013
Q4 		$132K Buy
3,462
+3,012
+669% +$104K 0.09% 31
2013
Q3 		$15K Sell
450
-420
-48% -$13.6K 0.01% 78
2013
Q2 		$27K Buy
+870
New +$28.9K 0.03% 55

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lenox Wealth Advisors's ORCL Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Oracle (ORCL) stake by 51% in Q1 2022, selling an estimated $3.16K and leaving 37 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Lenox Wealth Advisors first reported a position in ORCL in Q2 2013 and has held it in 29 quarters since. The position peaked at $132K in Q4 2013. 2,267 funds tracked by Wall St. Rank hold ORCL as of Q1 2022.

  • Lenox Wealth Advisors held 37 shares of Oracle worth $3K as of Q1 2022.
  • Lenox Wealth Advisors sold 39 Oracle shares in Q1 2022, an estimated $3.16K.
  • Oracle made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #617 holding.
  • Lenox Wealth Advisors first reported a position in Oracle in Q2 2013 and has held it in 29 quarters since.
  • Lenox Wealth Advisors's Oracle position peaked at $132K in Q4 2013.
  • 2,267 funds tracked by Wall St. Rank held Oracle as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.