SCFS
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S.C. Financial Services’s Oracle ORCL Stock Holding History

S.C. Financial Services’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
2022
Q4 		$766K Buy
9,366
+1,179
+14% +$89.6K 1.18% 25
2022
Q3 		$500K Sell
8,187
-423
-5% -$31K 0.79% 41
2022
Q2 		$602K Buy
8,610
+65
+0.8% +$4.76K 0.93% 31
2022
Q1 		$707K Buy
8,545
+526
+7% +$42.6K 0.91% 33
2021
Q4 		$704K Buy
+8,019
New +$753K 0.81% 39

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

S.C. Financial Services's ORCL Position: Q4 2022 in Review

S.C. Financial Services increased its Oracle (ORCL) stake by 14% in Q4 2022, buying an estimated $89.6K and bringing the position to 9,366 shares worth $766K. The position accounts for 1.18% of the portfolio, ranked #25.

S.C. Financial Services first reported a position in ORCL in Q4 2021 and has held it in 5 quarters since. 2,299 funds tracked by Wall St. Rank hold ORCL as of Q4 2022.

  • S.C. Financial Services held 9,366 shares of Oracle worth $766K as of Q4 2022.
  • S.C. Financial Services bought 1,179 Oracle shares in Q4 2022, an estimated $89.6K.
  • Oracle made up 1.18% of S.C. Financial Services's portfolio in Q4 2022, its #25 holding.
  • S.C. Financial Services first reported a position in Oracle in Q4 2021 and has held it in 5 quarters since.
  • 2,299 funds tracked by Wall St. Rank held Oracle as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.