Mount Lucas Management’s Oracle ORCL Stock Holding History

Mount Lucas 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
2024 Q3	–	Sell	-1,165	Closed	-$164K	–	160
2024 Q2	$164K	Buy	+1,165	New	+$145K	0.05%	149

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Mount Lucas Management's ORCL Position: Q3 2024 in Review

Mount Lucas Management sold out of Oracle (ORCL) in Q3 2024, closing a stake of 1,165 shares — an estimated $164K sold.

Mount Lucas Management first reported a position in ORCL in Q2 2024 and held it in 1 quarter. The position peaked at $164K in Q2 2024. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

Mount Lucas Management reported no remaining Oracle position as of Q3 2024 after selling out during the quarter.
Mount Lucas Management sold 1,165 Oracle shares in Q3 2024, an estimated $164K.
Mount Lucas Management first reported a position in Oracle in Q2 2024 and held it in 1 quarter.
Mount Lucas Management's Oracle position peaked at $164K in Q2 2024.
3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Mount Lucas Management's 13F filing for Q3 2024, filed 6 Nov 2024.