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Parkside Investments’s Oracle ORCL Stock Holding History

Parkside Investments’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
Q1 		– Sell
-5,000
Closed -$527K – 101
2023
Q4 		$527K Buy
+5,000
New +$546K 0.09% 80
2019
Q1 		– Sell
-8,000
Closed -$361K – 116
2018
Q4 		$361K Buy
8,000
+3,000
+60% +$144K 0.16% 90
2018
Q3 		$257K Hold
5,000
– – 0.12% 80
2018
Q2 		$220K Buy
+5,000
New +$230K 0.11% 88

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Parkside Investments's ORCL Position: Q1 2024 in Review

Parkside Investments sold out of Oracle (ORCL) in Q1 2024, closing a stake of 5,000 shares — an estimated $527K sold.

Parkside Investments first reported a position in ORCL in Q2 2018 and held it in 4 quarters. The position peaked at $527K in Q4 2023. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

  • Parkside Investments reported no remaining Oracle position as of Q1 2024 after selling out during the quarter.
  • Parkside Investments sold 5,000 Oracle shares in Q1 2024, an estimated $527K.
  • Parkside Investments first reported a position in Oracle in Q2 2018 and held it in 4 quarters.
  • Parkside Investments's Oracle position peaked at $527K in Q4 2023.
  • 2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Parkside Investments's 13F filing for Q1 2024, filed 12 Apr 2024.