Polus Capital Management’s Oracle ORCL Stock Holding History

Polus Capital 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
2023 Q1	–	Sell	-37,000	Closed	-$3.02M	–	20
2022 Q4	$3.02M	Buy	+37,000	New	+$2.81M	1.31%	4

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Polus Capital Management's ORCL Position: Q1 2023 in Review

Polus Capital Management sold out of Oracle (ORCL) in Q1 2023, closing a stake of 37,000 shares — an estimated $3.02M sold.

Polus Capital Management first reported a position in ORCL in Q4 2022 and held it in 1 quarter. The position peaked at $3.02M in Q4 2022. 2,350 funds tracked by Wall St. Rank hold ORCL as of Q1 2023.

Polus Capital Management reported no remaining Oracle position as of Q1 2023 after selling out during the quarter.
Polus Capital Management sold 37,000 Oracle shares in Q1 2023, an estimated $3.02M.
Polus Capital Management first reported a position in Oracle in Q4 2022 and held it in 1 quarter.
Polus Capital Management's Oracle position peaked at $3.02M in Q4 2022.
2,350 funds tracked by Wall St. Rank held Oracle as of Q1 2023.

Based on Polus Capital Management's 13F filing for Q1 2023, filed 12 May 2023.