RHS Financial’s Oracle ORCL Stock Holding History

RHS Financial’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	-2,717	Closed	-$288K	–	106
2023 Q3	$288K	Hold	2,717	–	–	0.2%	79
2023 Q2	$324K	Hold	2,717	–	–	0.24%	72
2023 Q1	$252K	Hold	2,717	–	–	0.19%	83
2022 Q4	$222K	Buy	+2,717	New	+$206K	0.18%	86
2022 Q3	–	Sell	-3,664	Closed	-$256K	–	85
2022 Q2	$256K	Sell	3,664 -544	-13%	-$39.8K	0.21%	71
2022 Q1	$348K	Sell	4,208 -413	-9%	-$33.4K	0.26%	61
2021 Q4	$403K	Hold	4,621	–	–	0.28%	59
2021 Q3	$403K	Sell	4,621 -239	-5%	-$21.1K	0.29%	61
2021 Q2	$378K	Buy	4,860 +1,368	+39%	+$107K	0.28%	62
2021 Q1	$245K	Hold	3,492	–	–	0.2%	63
2020 Q4	$226K	Sell	3,492 -832	-19%	-$49.5K	0.19%	70
2020 Q3	$258K	Buy	4,324 +111	+3%	+$6.31K	0.26%	66
2020 Q2	$233K	Sell	4,213 -97	-2%	-$5.14K	0.27%	56
2020 Q1	$208K	Sell	4,310 -137	-3%	-$7.07K	0.28%	60
2019 Q4	$236K	Hold	4,447	–	–	0.25%	60
2019 Q3	$245K	Buy	4,447 +137	+3%	+$7.57K	0.29%	57
2019 Q2	$246K	Hold	4,310	–	–	0.31%	56
2019 Q1	$231K	Sell	4,310 -155	-3%	-$7.9K	0.3%	57
2018 Q4	$202K	Buy	+4,465	New	+$214K	0.29%	57

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RHS Financial's ORCL Position: Q4 2023 in Review

RHS Financial sold out of Oracle (ORCL) in Q4 2023, closing a stake of 2,717 shares — an estimated $288K sold.

RHS Financial first reported a position in ORCL in Q4 2018 and held it in 19 quarters. The position peaked at $403K in Q4 2021. 2,694 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

RHS Financial reported no remaining Oracle position as of Q4 2023 after selling out during the quarter.
RHS Financial sold 2,717 Oracle shares in Q4 2023, an estimated $288K.
RHS Financial first reported a position in Oracle in Q4 2018 and held it in 19 quarters.
RHS Financial's Oracle position peaked at $403K in Q4 2021.
2,694 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on RHS Financial's 13F filing for Q4 2023, filed 18 Jan 2024.