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O'Neil Global Advisors’s Oracle ORCL Stock Holding History

O'Neil Global 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
Q3 		– Sell
-14,205
Closed -$1.69M – 87
2023
Q2 		$1.69M Buy
+14,205
New +$1.47M 0.35% 27
2022
Q1 		– Sell
-4,189
Closed -$365K – 90
2021
Q4 		$365K Buy
+4,189
New +$393K 0.6% 40

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

O'Neil Global Advisors's ORCL Position: Q3 2023 in Review

O'Neil Global Advisors sold out of Oracle (ORCL) in Q3 2023, closing a stake of 14,205 shares — an estimated $1.69M sold.

O'Neil Global Advisors first reported a position in ORCL in Q4 2021 and held it in 2 quarters. The position peaked at $1.69M in Q2 2023. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • O'Neil Global Advisors reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
  • O'Neil Global Advisors sold 14,205 Oracle shares in Q3 2023, an estimated $1.69M.
  • O'Neil Global Advisors first reported a position in Oracle in Q4 2021 and held it in 2 quarters.
  • O'Neil Global Advisors's Oracle position peaked at $1.69M in Q2 2023.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on O'Neil Global Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.