Mariner Independent Advisor Network’s Oracle ORCL Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$1.77M	Sell	28,928 -3,040	-10%	-$223K	0.08%	267
2022 Q2	$2.28M	Sell	31,968 -4,743	-13%	-$347K	0.1%	216
2022 Q1	$3.02M	Buy	36,711 +5,834	+19%	+$472K	0.12%	183
2021 Q4	$2.71M	Buy	30,877 +2,706	+10%	+$254K	0.13%	185
2021 Q3	$2.44M	Buy	28,171 +6,195	+28%	+$547K	0.12%	194
2021 Q2	$1.71M	Buy	21,976 +5,675	+35%	+$444K	0.08%	266
2021 Q1	$1.14M	Sell	16,301 -2,577	-14%	-$167K	0.06%	286
2020 Q4	$1.22M	Buy	18,878 +2,497	+15%	+$149K	0.07%	263
2020 Q3	$978K	Sell	16,381 -1,044	-6%	-$59.3K	0.08%	217
2020 Q2	$969K	Buy	17,425 +2,267	+15%	+$120K	0.09%	210
2020 Q1	$737K	Sell	15,158 -3,898	-20%	-$201K	0.07%	244
2019 Q4	$1.01M	Sell	19,056 -1,841	-9%	-$101K	0.07%	249
2019 Q3	$1.13M	Sell	20,897 -4,364	-17%	-$241K	0.09%	241
2019 Q2	$1.46M	Buy	25,261 +40	+0.2%	+$2.16K	0.11%	197
2019 Q1	$1.37M	Sell	25,221 -2,185	-8%	-$111K	0.12%	194
2018 Q4	$1.31M	Buy	+27,406	New	+$1.31M	0.12%	190
2018 Q2	–	Sell	-31,472	Closed	-$1.44M	–	266
2018 Q1	$1.44M	Buy	31,472 +4,579	+17%	+$228K	0.09%	180
2017 Q4	$1.27M	Buy	+26,893	New	+$1.32M	0.13%	159
2017 Q3	–	Sell	-29,380	Closed	-$1.47M	–	186
2017 Q2	$1.47M	Buy	+29,380	New	+$1.34M	0.21%	113
2016 Q4	–	Sell	-32,332	Closed	-$1.27M	–	197
2016 Q3	$1.27M	Buy	+32,332	New	+$1.32M	0.18%	97
2016 Q1	–	Sell	-12,152	Closed	-$444K	–	120
2015 Q4	$444K	Buy	12,152 +131	+1%	+$5K	0.3%	64
2015 Q3	$434K	Sell	12,021 -290	-2%	-$11.1K	0.17%	105
2015 Q2	$496K	Buy	12,311 +880	+8%	+$38.2K	0.24%	76
2015 Q1	$493K	Sell	11,431 -2,100	-16%	-$91K	0.28%	66
2014 Q4	$608K	Buy	13,531 +3,225	+31%	+$131K	0.28%	68
2014 Q3	$395K	Buy	10,306 +16	+0.2%	+$648	0.21%	77
2014 Q2	$417K	Buy	+10,290	New	+$423K	0.21%	76

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Independent Advisor Network's ORCL Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Oracle (ORCL) stake by 9.5% in Q3 2022, selling an estimated $223K and leaving 28,928 shares worth $1.77M. The position accounts for 0.08% of the portfolio, ranked #267.

Mariner Independent Advisor Network first reported a position in ORCL in Q2 2014 and has held it in 27 quarters since. The position peaked at $3.02M in Q1 2022. 2,105 funds tracked by Wall St. Rank hold ORCL as of Q3 2022.

Mariner Independent Advisor Network held 28,928 shares of Oracle worth $1.77M as of Q3 2022.
Mariner Independent Advisor Network sold 3,040 Oracle shares in Q3 2022, an estimated $223K.
Oracle made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #267 holding.
Mariner Independent Advisor Network first reported a position in Oracle in Q2 2014 and has held it in 27 quarters since.
Mariner Independent Advisor Network's Oracle position peaked at $3.02M in Q1 2022.
2,105 funds tracked by Wall St. Rank held Oracle as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.