Sierra Capital’s Oracle ORCL Stock Holding History

Sierra Capital’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 Q1	–	Sell	-951	Closed	-$78K	–	450
2022 Q4	$78K	Sell	951 -7	-0.7%	-$532	0.01%	231
2022 Q3	$59K	Sell	958 -1,706	-64%	-$125K	0.01%	253
2022 Q2	$186K	Sell	2,664 -36	-1%	-$2.63K	0.03%	206
2022 Q1	$223K	Hold	2,700	–	–	0.04%	198
2021 Q4	$235K	Buy	2,700 +180	+7%	+$16.9K	0.04%	213
2021 Q3	$220K	Hold	2,520	–	–	0.04%	185
2021 Q2	$196K	Hold	2,520	–	–	0.04%	176
2021 Q1	$177K	Buy	+2,520	New	+$163K	0.03%	188

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Sierra Capital's ORCL Position: Q1 2023 in Review

Sierra Capital sold out of Oracle (ORCL) in Q1 2023, closing a stake of 951 shares — an estimated $78K sold.

Sierra Capital first reported a position in ORCL in Q1 2021 and held it in 8 quarters. The position peaked at $235K in Q4 2021. 2,349 funds tracked by Wall St. Rank hold ORCL as of Q1 2023.

Sierra Capital reported no remaining Oracle position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 951 Oracle shares in Q1 2023, an estimated $78K.
Sierra Capital first reported a position in Oracle in Q1 2021 and held it in 8 quarters.
Sierra Capital's Oracle position peaked at $235K in Q4 2021.
2,349 funds tracked by Wall St. Rank held Oracle as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.