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ShoreHaven Wealth Partners’s Oracle ORCL Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-1,323
Closed -$93K – 197
2021
Q1 		$93K Buy
1,323
+2
+0.2% +$129 0.05% 87
2020
Q4 		$85K Buy
+1,321
New +$78.6K 0.05% 89

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ShoreHaven Wealth Partners's ORCL Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Oracle (ORCL) in Q2 2021, closing a stake of 1,323 shares — an estimated $93K sold.

ShoreHaven Wealth Partners first reported a position in ORCL in Q4 2020 and held it in 2 quarters. The position peaked at $93K in Q1 2021. 2,098 funds tracked by Wall St. Rank hold ORCL as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Oracle position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 1,323 Oracle shares in Q2 2021, an estimated $93K.
  • ShoreHaven Wealth Partners first reported a position in Oracle in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Oracle position peaked at $93K in Q1 2021.
  • 2,098 funds tracked by Wall St. Rank held Oracle as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.