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Raymond James & Associates’s Oracle ORCL Stock Holding History

Raymond James & Associates’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
Q2 		– Sell
-3,900
Closed -$488K – 4052
2024
Q1 		$488K Buy
+3,900
New +$446K ﹤0.01% 3077
2016
Q4 		– Sell
-20,000
Closed -$12K – 3325
2016
Q3 		$12K Buy
+20,000
New +$815K ﹤0.01% 3160

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 $295B AUM 31.6% 1-Year Est. Return

Raymond James & Associates's ORCL Position: Q3 2024 in Review

Raymond James & Associates reduced its Oracle (ORCL) stake by 0.06% in Q3 2024, selling an estimated $344K and leaving 3,989,379 shares worth $680M. The position accounts for 0.41% of the portfolio, ranked #41.

Raymond James & Associates first reported a position in ORCL in Q2 2013 and has held it in 46 quarters since. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Raymond James & Associates held 3,989,379 shares of Oracle worth $680M as of Q3 2024.
  • Raymond James & Associates sold 2,377 Oracle shares in Q3 2024, an estimated $344K.
  • Oracle made up 0.41% of Raymond James & Associates's portfolio in Q3 2024, its #41 holding.
  • Raymond James & Associates first reported a position in Oracle in Q2 2013 and has held it in 46 quarters since.
  • 3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.