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Retirement Group’s Oracle ORCL Stock Holding History

Retirement 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
2023
Q3 		– Sell
-86
Closed -$10.2K – 817
2023
Q2 		$10.2K Hold
86
– – ﹤0.01% 406
2023
Q1 		$8K Buy
+86
New +$7.54K ﹤0.01% 431
2021
Q4 		– Sell
-69
Closed -$6K – 739
2021
Q3 		$6K Hold
69
– – ﹤0.01% 435
2021
Q2 		$5K Buy
69
+20
+41% +$1.57K ﹤0.01% 496
2021
Q1 		$3K Buy
49
+1
+2% +$65 ﹤0.01% 604
2020
Q4 		$3K Sell
48
-1
-2% -$60 ﹤0.01% 556
2020
Q3 		$3K Buy
49
+1
+2% +$57 ﹤0.01% 541
2020
Q2 		$3K Buy
+48
New +$2.54K ﹤0.01% 508
2019
Q4 		$3K Buy
+48
New +$2.64K ﹤0.01% 499

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Group's ORCL Position: Q3 2023 in Review

Retirement Group sold out of Oracle (ORCL) in Q3 2023, closing a stake of 86 shares — an estimated $10.2K sold.

Retirement Group first reported a position in ORCL in Q4 2019 and held it in 9 quarters. The position peaked at $10.2K in Q2 2023. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Retirement Group reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
  • Retirement Group sold 86 Oracle shares in Q3 2023, an estimated $10.2K.
  • Retirement Group first reported a position in Oracle in Q4 2019 and held it in 9 quarters.
  • Retirement Group's Oracle position peaked at $10.2K in Q2 2023.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.