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Mendota Financial Group’s Oracle ORCL Stock Holding History

Mendota Financial Group’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
2024
Q4 		– Sell
-3
Closed -$512 – 919
2024
Q3 		$512 Sell
3
-1,058
-100% -$153K ﹤0.01% 392
2024
Q2 		$150K Hold
1,061
– – 0.08% 81
2024
Q1 		$133K Sell
1,061
-564
-35% -$64.6K 0.08% 98
2023
Q4 		$171K Buy
+1,625
New +$177K 0.13% 72
2023
Q2 		– Sell
-101
Closed -$8.36K – 353
2023
Q1 		$8.36K Hold
101
– – 0.01% 236
2022
Q4 		$8.26K Buy
+101
New +$7.68K 0.01% 215

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mendota Financial Group's ORCL Position: Q4 2024 in Review

Mendota Financial Group sold out of Oracle (ORCL) in Q4 2024, closing a stake of 3 shares — an estimated $512 sold.

Mendota Financial Group first reported a position in ORCL in Q4 2022 and held it in 6 quarters. The position peaked at $171K in Q4 2023. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Mendota Financial Group reported no remaining Oracle position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 3 Oracle shares in Q4 2024, an estimated $512.
  • Mendota Financial Group first reported a position in Oracle in Q4 2022 and held it in 6 quarters.
  • Mendota Financial Group's Oracle position peaked at $171K in Q4 2023.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.