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Planning Capital Management Corporation’s Oracle ORCL Stock Holding History

Planning Capital Management Corporation’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 		$155K Sell
911
-568
-38% -$82.3K 0.1% 100
2024
Q2 		$209K Hold
1,479
– – 0.15% 81
2024
Q1 		$186K Sell
1,479
-231
-14% -$26.4K 0.14% 87
2023
Q4 		$180K Buy
+1,710
New +$187K 0.14% 89

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $336B AUM 34.66% 1-Year Est. Return

Planning Capital Management Corporation's ORCL Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Oracle (ORCL) stake by 38% in Q3 2024, selling an estimated $82.3K and leaving 911 shares worth $155K. The position accounts for 0.1% of the portfolio, ranked #100.

Planning Capital Management Corporation first reported a position in ORCL in Q4 2023 and has held it in 4 quarters since. The position peaked at $209K in Q2 2024. 3,067 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Planning Capital Management Corporation held 911 shares of Oracle worth $155K as of Q3 2024.
  • Planning Capital Management Corporation sold 568 Oracle shares in Q3 2024, an estimated $82.3K.
  • Oracle made up 0.1% of Planning Capital Management Corporation's portfolio in Q3 2024, its #100 holding.
  • Planning Capital Management Corporation first reported a position in Oracle in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Oracle position peaked at $209K in Q2 2024.
  • 3,067 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.