Sage Private Wealth Group’s Oracle ORCL Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-57	Closed	-$3K	–	138
2022 Q3	$3K	Hold	57	–	–	﹤0.01%	177
2022 Q2	$4K	Hold	57	–	–	0.01%	160
2022 Q1	$5K	Hold	57	–	–	﹤0.01%	159
2021 Q4	$4K	Buy	+57	New	+$5.35K	0.01%	159

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Private Wealth Group's ORCL Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Oracle (ORCL) in Q4 2022, closing a stake of 57 shares — an estimated $3K sold.

Sage Private Wealth Group first reported a position in ORCL in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 2,299 funds tracked by Wall St. Rank hold ORCL as of Q4 2022.

Sage Private Wealth Group reported no remaining Oracle position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 57 Oracle shares in Q4 2022, an estimated $3K.
Sage Private Wealth Group first reported a position in Oracle in Q4 2021 and held it in 4 quarters.
Sage Private Wealth Group's Oracle position peaked at $5K in Q1 2022.
2,299 funds tracked by Wall St. Rank held Oracle as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.