Motley Fool Asset Management’s Oracle ORCL Stock Holding History

Motley Fool Asset 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
2023 Q4	–	Sell	-76,573	Closed	-$8.11M	–	227
2023 Q3	$8.11M	Buy	76,573 +6,003	+9%	+$695K	0.65%	48
2023 Q2	$8.4M	Buy	70,570 +4,956	+8%	+$512K	0.75%	42
2023 Q1	$6.1M	Buy	+65,614	New	+$5.75M	0.67%	45
2018 Q4	–	Sell	-53,782	Closed	-$2.77M	–	163
2018 Q3	$2.77M	Buy	53,782 +10,083	+23%	+$490K	0.34%	69
2018 Q2	$1.93M	Buy	43,699 +4,790	+12%	+$221K	0.26%	74
2018 Q1	$1.78M	Buy	+38,909	New	+$1.93M	0.25%	71

Other funds holding ORCL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Motley Fool Asset Management's ORCL Position: Q4 2023 in Review

Motley Fool Asset Management sold out of Oracle (ORCL) in Q4 2023, closing a stake of 76,573 shares — an estimated $8.11M sold.

Motley Fool Asset Management first reported a position in ORCL in Q1 2018 and held it in 6 quarters. The position peaked at $8.4M in Q2 2023. 2,694 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

Motley Fool Asset Management reported no remaining Oracle position as of Q4 2023 after selling out during the quarter.
Motley Fool Asset Management sold 76,573 Oracle shares in Q4 2023, an estimated $8.11M.
Motley Fool Asset Management first reported a position in Oracle in Q1 2018 and held it in 6 quarters.
Motley Fool Asset Management's Oracle position peaked at $8.4M in Q2 2023.
2,694 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on Motley Fool Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.