LB
ORCL icon

Leo Brokerage’s Oracle ORCL Stock Holding History

Leo Brokerage’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
Q2 		$904K Buy
7,589
+1,370
+22% +$142K 0.1% 134
2023
Q1 		$578K Buy
+6,219
New +$545K 0.09% 161
2022
Q2 		– Sell
-5,912
Closed -$489K – 235
2022
Q1 		$489K Buy
+5,912
New +$479K 0.08% 150
2021
Q3 		$267K Sell
3,069
-712
-19% -$62.9K 0.05% 156
2021
Q2 		$294K Buy
3,781
+453
+14% +$35.5K 0.06% 149
2021
Q1 		$234K Buy
+3,328
New +$215K 0.07% 164
2020
Q4 		– Sell
-4,810
Closed -$266K – 182
2020
Q3 		$266K Buy
+4,810
New +$273K 0.11% 100

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Leo Brokerage's ORCL Position: Q2 2023 in Review

Leo Brokerage increased its Oracle (ORCL) stake by 22% in Q2 2023, buying an estimated $142K and bringing the position to 7,589 shares worth $904K. The position accounts for 0.1% of the portfolio, ranked #134.

Leo Brokerage first reported a position in ORCL in Q3 2020 and has held it in 7 quarters since. 2,566 funds tracked by Wall St. Rank hold ORCL as of Q2 2023.

  • Leo Brokerage held 7,589 shares of Oracle worth $904K as of Q2 2023.
  • Leo Brokerage bought 1,370 Oracle shares in Q2 2023, an estimated $142K.
  • Oracle made up 0.1% of Leo Brokerage's portfolio in Q2 2023, its #134 holding.
  • Leo Brokerage first reported a position in Oracle in Q3 2020 and has held it in 7 quarters since.
  • 2,566 funds tracked by Wall St. Rank held Oracle as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.