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Milestone Investment Advisors’s Oracle ORCL Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-600
Closed -$63.6K – 340
2023
Q3 		$63.6K Buy
+600
New +$69.5K 0.02% 177
2023
Q2 		– Sell
-600
Closed -$55.8K – 336
2023
Q1 		$55.8K Buy
+600
New +$52.6K 0.02% 196

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Milestone Investment Advisors's ORCL Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Oracle (ORCL) in Q4 2023, closing a stake of 600 shares — an estimated $63.6K sold.

Milestone Investment Advisors first reported a position in ORCL in Q1 2023 and held it in 2 quarters. The position peaked at $63.6K in Q3 2023. 2,694 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Oracle position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 600 Oracle shares in Q4 2023, an estimated $63.6K.
  • Milestone Investment Advisors first reported a position in Oracle in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Oracle position peaked at $63.6K in Q3 2023.
  • 2,694 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.