Resource Management’s Oracle ORCL Stock Holding History

Resource Management’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
2021 Q4	$471K	Buy	5,398 +200	+4%	+$18.8K	0.05%	112
2021 Q3	$453K	Hold	5,198	–	–	0.05%	106
2021 Q2	$405K	Hold	5,198	–	–	0.05%	119
2021 Q1	$365K	Hold	5,198	–	–	0.04%	122
2020 Q4	$336K	Sell	5,198 -340	-6%	-$20.2K	0.05%	121
2020 Q3	$331K	Buy	5,538 +340	+7%	+$19.3K	0.05%	111
2020 Q2	$287K	Buy	+5,198	New	+$275K	0.05%	115
2019 Q3	–	Sell	-3,573	Closed	-$204K	–	147
2019 Q2	$204K	Buy	+3,573	New	+$193K	0.04%	134

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resource Management's ORCL Position: Q4 2021 in Review

Resource Management increased its Oracle (ORCL) stake by 3.8% in Q4 2021, buying an estimated $18.8K and bringing the position to 5,398 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #112.

Resource Management first reported a position in ORCL in Q2 2019 and has held it in 8 quarters since. 2,300 funds tracked by Wall St. Rank hold ORCL as of Q4 2021.

Resource Management held 5,398 shares of Oracle worth $471K as of Q4 2021.
Resource Management bought 200 Oracle shares in Q4 2021, an estimated $18.8K.
Oracle made up 0.05% of Resource Management's portfolio in Q4 2021, its #112 holding.
Resource Management first reported a position in Oracle in Q2 2019 and has held it in 8 quarters since.
2,300 funds tracked by Wall St. Rank held Oracle as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.