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Loudon Investment Management’s Oracle ORCL Stock Holding History

Loudon Investment 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
-2,325
Closed -$277K – 95
2023
Q2 		$277K Hold
2,325
– – 0.18% 84
2023
Q1 		$216K Buy
+2,325
New +$204K 0.15% 92

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

Loudon Investment Management's ORCL Position: Q3 2023 in Review

Loudon Investment Management sold out of Oracle (ORCL) in Q3 2023, closing a stake of 2,325 shares — an estimated $277K sold.

Loudon Investment Management first reported a position in ORCL in Q1 2023 and held it in 2 quarters. The position peaked at $277K in Q2 2023. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Loudon Investment Management reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
  • Loudon Investment Management sold 2,325 Oracle shares in Q3 2023, an estimated $277K.
  • Loudon Investment Management first reported a position in Oracle in Q1 2023 and held it in 2 quarters.
  • Loudon Investment Management's Oracle position peaked at $277K in Q2 2023.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Loudon Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.