MFM
ORCL icon

MD Financial Management’s Oracle ORCL Stock Holding History

MD Financial 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
2021
Q4 		$74K Sell
843
-42,943
-98% -$4.03M ﹤0.01% 278
2021
Q3 		$3.81M Buy
43,786
+6,878
+19% +$608K 0.1% 65
2021
Q2 		$2.87M Buy
36,908
+8,441
+30% +$661K 0.08% 88
2021
Q1 		$2M Buy
+28,467
New +$1.84M 0.06% 117

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MD Financial Management's ORCL Position: Q4 2021 in Review

MD Financial Management reduced its Oracle (ORCL) stake by 98% in Q4 2021, selling an estimated $4.03M and leaving 843 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

MD Financial Management first reported a position in ORCL in Q1 2021 and has held it in 4 quarters since. The position peaked at $3.81M in Q3 2021. 2,299 funds tracked by Wall St. Rank hold ORCL as of Q4 2021.

  • MD Financial Management held 843 shares of Oracle worth $74K as of Q4 2021.
  • MD Financial Management sold 42,943 Oracle shares in Q4 2021, an estimated $4.03M.
  • Oracle made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #278 holding.
  • MD Financial Management first reported a position in Oracle in Q1 2021 and has held it in 4 quarters since.
  • MD Financial Management's Oracle position peaked at $3.81M in Q3 2021.
  • 2,299 funds tracked by Wall St. Rank held Oracle as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.