LBA
ORCL icon

Lowell Blake & Associates’s Oracle ORCL Stock Holding History

Lowell Blake & Associates’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 		$1.59M Hold
15,000
– – 0.45% 33
2023
Q2 		$1.79M Hold
15,000
– – 0.52% 31
2023
Q1 		$1.39M Hold
15,000
– – 0.43% 32
2022
Q4 		$1.23M Hold
15,000
– – 0.41% 33
2022
Q3 		$916K Hold
15,000
– – 0.36% 34
2022
Q2 		$1.05M Hold
15,000
– – 0.4% 34
2022
Q1 		$1.24M Hold
15,000
– – 0.47% 34
2021
Q4 		$1.31M Hold
15,000
– – 0.51% 35
2021
Q3 		$1.31M Sell
15,000
-774
-5% -$68.4K 0.61% 36
2021
Q2 		$1.23M Hold
15,774
– – 0.56% 36
2021
Q1 		$1.11M Buy
+15,774
New +$1.02M 0.57% 36

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