LCM
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Liberty Capital Management’s Oracle ORCL Stock Holding History

Liberty 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
2023
Q3 		– Sell
-1,876
Closed -$223K – 147
2023
Q2 		$223K Buy
+1,876
New +$194K 0.07% 134
2018
Q1 		– Sell
-600
Closed -$30K – 198
2017
Q4 		$30K Hold
600
– – 0.02% 202
2017
Q3 		$30K Hold
600
– – 0.02% 209
2017
Q2 		$30K Hold
600
– – 0.02% 197
2017
Q1 		$27K Hold
600
– – 0.02% 190
2016
Q4 		$24K Buy
600
+200
+50% +$7.82K 0.02% 188
2016
Q3 		$16K Buy
+400
New +$16.3K 0.01% 196

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Capital Management's ORCL Position: Q3 2023 in Review

Liberty Capital Management sold out of Oracle (ORCL) in Q3 2023, closing a stake of 1,876 shares — an estimated $223K sold.

Liberty Capital Management first reported a position in ORCL in Q3 2016 and held it in 7 quarters. The position peaked at $223K in Q2 2023. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Liberty Capital Management reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
  • Liberty Capital Management sold 1,876 Oracle shares in Q3 2023, an estimated $223K.
  • Liberty Capital Management first reported a position in Oracle in Q3 2016 and held it in 7 quarters.
  • Liberty Capital Management's Oracle position peaked at $223K in Q2 2023.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Liberty Capital Management's 13F filing for Q3 2023, filed 18 Oct 2023.