Relative Value Partners Group’s Oracle ORCL Stock Holding History

Relative Value Partners Group’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	$1.65M	Buy	+11,661	New	+$1.45M	0.21%	111

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

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

Relative Value Partners Group's ORCL Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Oracle (ORCL) in Q2 2024: 11,661 shares worth $1.65M. The stake represents 0.21% of the portfolio and ranks #111 among its holdings.

2,922 funds tracked by Wall St. Rank hold ORCL as of Q2 2024.

Relative Value Partners Group held 11,661 shares of Oracle worth $1.65M as of Q2 2024.
Oracle was a new Relative Value Partners Group position in Q2 2024.
Oracle made up 0.21% of Relative Value Partners Group's portfolio in Q2 2024, its #111 holding.
2,922 funds tracked by Wall St. Rank held Oracle as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.