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Retirement Capital Strategies’s Oracle ORCL Stock Holding History

Retirement Capital Strategies’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
2023
Q4 		– Sell
-2,155
Closed -$228K – 74
2023
Q3 		$228K Sell
2,155
-426
-17% -$49.3K 0.11% 54
2023
Q2 		$307K Sell
2,581
-1,274
-33% -$132K 0.14% 54
2023
Q1 		$358K Sell
3,855
-640
-14% -$56.1K 0.17% 32
2022
Q4 		$367K Sell
4,495
-253
-5% -$19.2K 0.18% 32
2022
Q3 		$290K Hold
4,748
– – 0.13% 43
2022
Q2 		$332K Hold
4,748
– – 0.15% 48
2022
Q1 		$377K Hold
4,748
– – 0.15% 41
2021
Q4 		$414K Buy
+4,748
New +$446K 0.15% 51

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Retirement Capital Strategies's ORCL Position: Q4 2023 in Review

Retirement Capital Strategies sold out of Oracle (ORCL) in Q4 2023, closing a stake of 2,155 shares — an estimated $228K sold.

Retirement Capital Strategies first reported a position in ORCL in Q4 2021 and held it in 8 quarters. The position peaked at $414K in Q4 2021. 2,694 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

  • Retirement Capital Strategies reported no remaining Oracle position as of Q4 2023 after selling out during the quarter.
  • Retirement Capital Strategies sold 2,155 Oracle shares in Q4 2023, an estimated $228K.
  • Retirement Capital Strategies first reported a position in Oracle in Q4 2021 and held it in 8 quarters.
  • Retirement Capital Strategies's Oracle position peaked at $414K in Q4 2021.
  • 2,694 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on Retirement Capital Strategies's 13F filing for Q4 2023, filed 14 Feb 2024.