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	$38.7K	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	$16K	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 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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

RE Dickinson Investment Advisors's ORCL Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Oracle (ORCL) position steady in Q4 2024 at 232 shares worth $38.7K. The position accounts for 0.02% of the portfolio, ranked #102.

RE Dickinson Investment Advisors first reported a position in ORCL in Q4 2021 and has held it in 13 quarters since. The position peaked at $39.5K in Q3 2024. 3,355 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

RE Dickinson Investment Advisors held 232 shares of Oracle worth $38.7K as of Q4 2024.
RE Dickinson Investment Advisors left its Oracle share count unchanged in Q4 2024.
Oracle made up 0.02% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #102 holding.
RE Dickinson Investment Advisors first reported a position in Oracle in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Oracle position peaked at $39.5K in Q3 2024.
3,355 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.