Minot Wealth Management’s Oracle ORCL Stock Holding History

Minot Wealth 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 Q1	–	Sell	-2,319	Closed	-$202K	–	221
2021 Q4	$202K	Buy	+2,319	New	+$218K	0.04%	195

Other funds holding ORCL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Minot Wealth Management's ORCL Position: Q1 2022 in Review

Minot Wealth Management sold out of Oracle (ORCL) in Q1 2022, closing a stake of 2,319 shares — an estimated $202K sold.

Minot Wealth Management first reported a position in ORCL in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 2,265 funds tracked by Wall St. Rank hold ORCL as of Q1 2022.

Minot Wealth Management reported no remaining Oracle position as of Q1 2022 after selling out during the quarter.
Minot Wealth Management sold 2,319 Oracle shares in Q1 2022, an estimated $202K.
Minot Wealth Management first reported a position in Oracle in Q4 2021 and held it in 1 quarter.
Minot Wealth Management's Oracle position peaked at $202K in Q4 2021.
2,265 funds tracked by Wall St. Rank held Oracle as of Q1 2022.

Based on Minot Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.