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Sarah T. Connolly’s Oracle ORCL Stock Holding History

Sarah T. Connolly’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
-2,325
Closed -$277K – 91
2023
Q2 		$277K Hold
2,325
– – 0.17% 83
2023
Q1 		$216K Sell
2,325
-200
-8% -$17.5K 0.14% 91
2022
Q4 		$206K Buy
+2,525
New +$192K 0.14% 93
2022
Q3 		– Sell
-3,450
Closed -$241K – 96
2022
Q2 		$241K Sell
3,450
-125
-3% -$9.15K 0.16% 89
2022
Q1 		$296K Hold
3,575
– – 0.17% 84
2021
Q4 		$312K Buy
3,575
+375
+12% +$35.2K 0.17% 82
2021
Q3 		$279K Hold
3,200
– – 0.23% 87
2021
Q2 		$249K Buy
+3,200
New +$250K 0.2% 87

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

Sarah T. Connolly's ORCL Position: Q3 2023 in Review

Sarah T. Connolly sold out of Oracle (ORCL) in Q3 2023, closing a stake of 2,325 shares — an estimated $277K sold.

Sarah T. Connolly first reported a position in ORCL in Q2 2021 and held it in 8 quarters. The position peaked at $312K in Q4 2021. 2,529 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Sarah T. Connolly reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 2,325 Oracle shares in Q3 2023, an estimated $277K.
  • Sarah T. Connolly first reported a position in Oracle in Q2 2021 and held it in 8 quarters.
  • Sarah T. Connolly's Oracle position peaked at $312K in Q4 2021.
  • 2,529 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Sarah T. Connolly's 13F filing for Q3 2023, filed 23 Oct 2023.