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RE Dickinson Investment Advisors’s Oracle ORCL Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$387K Hold
232
– – 0.02% 102
2024
Q3 		$39.5K Hold
232
– – 0.02% 95
2024
Q2 		$32.8K Hold
232
– – 0.02% 105
2024
Q1 		$29K Hold
232
– – 0.02% 105
2023
Q4 		$24K Hold
232
– – 0.02% 116
2023
Q3 		$25K Hold
232
– – 0.02% 116
2023
Q2 		$28K Hold
232
– – 0.01% 189
2023
Q1 		$22K Hold
232
– – 0.01% 215
2022
Q4 		$19K Hold
232
– – 0.01% 217
2022
Q3 		$14K Hold
232
– – 0.01% 136
2022
Q2 		$16 Hold
232
– – ﹤0.01% 145
2022
Q1 		$19K Hold
232
– – 0.01% 151
2021
Q4 		$20K Buy
+232
New +$21.8K 0.02% 139

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return