Monumental Financial Group’s Oracle ORCL Stock Holding History

Monumental 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
2022 Q2	–	Sell	-40	Closed	-$3K	–	55
2022 Q1	$3K	Buy	+40	New	+$3.24K	﹤0.01%	54

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Monumental Financial Group's ORCL Position: Q2 2022 in Review

Monumental Financial Group sold out of Oracle (ORCL) in Q2 2022, closing a stake of 40 shares — an estimated $3K sold.

Monumental Financial Group first reported a position in ORCL in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 2,192 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

Monumental Financial Group reported no remaining Oracle position as of Q2 2022 after selling out during the quarter.
Monumental Financial Group sold 40 Oracle shares in Q2 2022, an estimated $3K.
Monumental Financial Group first reported a position in Oracle in Q1 2022 and held it in 1 quarter.
Monumental Financial Group's Oracle position peaked at $3K in Q1 2022.
2,192 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on Monumental Financial Group's 13F filing for Q2 2022, filed 28 Jul 2022.