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LifePro Asset Management’s Oracle ORCL Stock Holding History

LifePro Asset 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
-1,000
Closed -$3.52K – 137
2023
Q4 		$3.52K Buy
+1,000
New +$109K ﹤0.01% 102

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

LifePro Asset Management's ORCL Position: Q3 2024 in Review

LifePro Asset Management increased its Oracle (ORCL) stake by 9.1% in Q3 2024, buying an estimated $59.7K and bringing the position to 4,957 shares worth $845K. The position accounts for 0.52% of the portfolio, ranked #57.

LifePro Asset Management first reported a position in ORCL in Q4 2020 and has held it in 16 quarters since. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • LifePro Asset Management held 4,957 shares of Oracle worth $845K as of Q3 2024.
  • LifePro Asset Management bought 412 Oracle shares in Q3 2024, an estimated $59.7K.
  • Oracle made up 0.52% of LifePro Asset Management's portfolio in Q3 2024, its #57 holding.
  • LifePro Asset Management first reported a position in Oracle in Q4 2020 and has held it in 16 quarters since.
  • 3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.