McCarthy Asset Management’s Oracle ORCL Stock Holding History

McCarthy 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
2022 Q2	–	Sell	-254	Closed	-$21K	–	207
2022 Q1	$21K	Sell	254 -62	-20%	-$5.02K	0.01%	137
2021 Q4	$28K	Hold	316	–	–	0.02%	122
2021 Q3	$28K	Sell	316 -168	-35%	-$14.8K	0.02%	119
2021 Q2	$38K	Buy	484 +330	+214%	+$25.8K	0.03%	112
2021 Q1	$11K	Hold	154	–	–	0.01%	178
2020 Q4	$10K	Buy	+154	New	+$9.17K	0.01%	174

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

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

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

McCarthy Asset Management's ORCL Position: Q2 2022 in Review

McCarthy Asset Management sold out of Oracle (ORCL) in Q2 2022, closing a stake of 254 shares — an estimated $21K sold.

McCarthy Asset Management first reported a position in ORCL in Q4 2020 and held it in 6 quarters. The position peaked at $38K in Q2 2021. 2,191 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

McCarthy Asset Management reported no remaining Oracle position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 254 Oracle shares in Q2 2022, an estimated $21K.
McCarthy Asset Management first reported a position in Oracle in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Oracle position peaked at $38K in Q2 2021.
2,191 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.