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Partners Capital Investment Group’s Oracle ORCL Stock Holding History

Partners Capital Investment 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
2023
Q1 		– Sell
-179,934
Closed -$14.7M – 149
2022
Q4 		$14.7M Buy
179,934
+75,511
+72% +$5.74M 0.71% 33
2022
Q3 		$6.38M Buy
+104,423
New +$7.64M 0.38% 65
2018
Q4 		– Sell
-9,295
Closed -$479K – 86
2018
Q3 		$479K Hold
9,295
– – 0.05% 70
2018
Q2 		$410K Buy
+9,295
New +$428K 0.05% 66
2016
Q1 		– Sell
-24,949
Closed -$911K – 73
2015
Q4 		$911K Buy
+24,949
New +$953K 0.31% 26

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Partners Capital Investment Group's ORCL Position: Q1 2023 in Review

Partners Capital Investment Group sold out of Oracle (ORCL) in Q1 2023, closing a stake of 179,934 shares — an estimated $14.7M sold.

Partners Capital Investment Group first reported a position in ORCL in Q4 2015 and held it in 5 quarters. The position peaked at $14.7M in Q4 2022. 2,350 funds tracked by Wall St. Rank hold ORCL as of Q1 2023.

  • Partners Capital Investment Group reported no remaining Oracle position as of Q1 2023 after selling out during the quarter.
  • Partners Capital Investment Group sold 179,934 Oracle shares in Q1 2023, an estimated $14.7M.
  • Partners Capital Investment Group first reported a position in Oracle in Q4 2015 and held it in 5 quarters.
  • Partners Capital Investment Group's Oracle position peaked at $14.7M in Q4 2022.
  • 2,350 funds tracked by Wall St. Rank held Oracle as of Q1 2023.

Based on Partners Capital Investment Group's 13F filing for Q1 2023, filed 15 May 2023.