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RFP Financial Group’s Oracle ORCL Stock Holding History

RFP Financial 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
Q3 		– Sell
-2,869
Closed -$405K – 579
2024
Q2 		$405K Buy
2,869
+75
+3% +$9.31K 0.15% 71
2024
Q1 		$351K Buy
2,794
+67
+2% +$7.67K 0.14% 71
2023
Q4 		$288K Sell
2,727
-53
-2% -$5.78K 0.12% 80
2023
Q3 		$294K Hold
2,780
– – 0.13% 74
2023
Q2 		$331K Buy
2,780
+2,150
+341% +$222K 0.14% 69
2023
Q1 		$58.5K Sell
630
-2,150
-77% -$189K 0.07% 104
2022
Q4 		$227K Buy
+2,780
New +$211K 0.1% 84

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

RFP Financial Group's ORCL Position: Q3 2024 in Review

RFP Financial Group sold out of Oracle (ORCL) in Q3 2024, closing a stake of 2,869 shares — an estimated $405K sold.

RFP Financial Group first reported a position in ORCL in Q4 2022 and held it in 7 quarters. The position peaked at $405K in Q2 2024. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • RFP Financial Group reported no remaining Oracle position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 2,869 Oracle shares in Q3 2024, an estimated $405K.
  • RFP Financial Group first reported a position in Oracle in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Oracle position peaked at $405K in Q2 2024.
  • 3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.