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Raymond James Financial Services Advisors’s Oracle ORCL Stock Holding History

Raymond James Financial Services Advisors’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
2017
Q4 		– Sell
-12,800
Closed -$19K – 2648
2017
Q3 		$19K Buy
+12,800
New +$637K ﹤0.01% 2510

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 Financial Services Advisors's ORCL Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Oracle (ORCL) stake by 5% in Q3 2024, selling an estimated $5.72M and leaving 751,386 shares worth $128M. The position accounts for 0.17% of the portfolio, ranked #118.

Raymond James Financial Services Advisors first reported a position in ORCL in Q2 2013 and has held it in 46 quarters since. 3,067 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Raymond James Financial Services Advisors held 751,386 shares of Oracle worth $128M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 39,492 Oracle shares in Q3 2024, an estimated $5.72M.
  • Oracle made up 0.17% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #118 holding.
  • Raymond James Financial Services Advisors first reported a position in Oracle in Q2 2013 and has held it in 46 quarters since.
  • 3,067 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.