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Sargent Bickham Lagudis’s Oracle ORCL Stock Holding History

Sargent Bickham Lagudis’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 		$620K Sell
7,579
-819
-10% -$62.2K 0.05% 164
2022
Q3 		$513K Buy
8,398
+698
+9% +$51.1K 0.05% 166
2022
Q2 		$538K Buy
7,700
+312
+4% +$22.8K 0.05% 174
2022
Q1 		$611K Buy
7,388
+360
+5% +$29.2K 0.05% 168
2021
Q4 		$613K Buy
7,028
+229
+3% +$21.5K 0.05% 162
2021
Q3 		$592K Buy
6,799
+3,427
+102% +$303K 0.05% 159
2021
Q2 		$262K Buy
3,372
+160
+5% +$12.5K 0.02% 227
2021
Q1 		$225K Buy
3,212
+945
+42% +$61.2K 0.02% 225
2020
Q4 		$147K Sell
2,267
-76
-3% -$4.52K 0.01% 278
2020
Q3 		$140K Buy
2,343
+33
+1% +$1.88K 0.01% 251
2020
Q2 		$128K Hold
2,310
– – 0.01% 247
2020
Q1 		$112K Buy
2,310
+30
+1% +$1.55K 0.01% 243
2019
Q4 		$121K Buy
2,280
+325
+17% +$17.9K 0.01% 259
2019
Q3 		$108K Hold
1,955
– – 0.01% 250
2019
Q2 		$111K Hold
1,955
– – 0.01% 265
2019
Q1 		$105K Sell
1,955
-196
-9% -$9.99K 0.01% 282
2018
Q4 		$97K Hold
2,151
– – 0.01% 276
2018
Q3 		$111K Buy
2,151
+996
+86% +$48.4K 0.01% 262
2018
Q2 		$51K Hold
1,155
– – 0.01% 354
2018
Q1 		$53K Sell
1,155
-78
-6% -$3.88K 0.01% 353
2017
Q4 		$58K Hold
1,233
– – 0.01% 352
2017
Q3 		$60K Sell
1,233
-98
-7% -$4.88K 0.01% 345
2017
Q2 		$67K Buy
1,331
+103
+8% +$4.69K 0.01% 314
2017
Q1 		$55K Buy
1,228
+78
+7% +$3.25K 0.01% 346
2016
Q4 		$44K Buy
1,150
+800
+229% +$31.3K 0.01% 361
2016
Q3 		$45 Sell
350
-2,574
-88% -$105K 0.01% 365
2016
Q2 		$120K Buy
2,924
+725
+33% +$28.9K 0.02% 249
2016
Q1 		$90K Buy
+2,199
New +$81.4K 0.01% 286

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

Sargent Bickham Lagudis's ORCL Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Oracle (ORCL) stake by 9.8% in Q4 2022, selling an estimated $62.2K and leaving 7,579 shares worth $620K. The position accounts for 0.05% of the portfolio, ranked #164.

Sargent Bickham Lagudis first reported a position in ORCL in Q1 2016 and has held it in 28 quarters since. 2,299 funds tracked by Wall St. Rank hold ORCL as of Q4 2022.

  • Sargent Bickham Lagudis held 7,579 shares of Oracle worth $620K as of Q4 2022.
  • Sargent Bickham Lagudis sold 819 Oracle shares in Q4 2022, an estimated $62.2K.
  • Oracle made up 0.05% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #164 holding.
  • Sargent Bickham Lagudis first reported a position in Oracle in Q1 2016 and has held it in 28 quarters since.
  • 2,299 funds tracked by Wall St. Rank held Oracle as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.