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Solidarity Wealth’s Oracle ORCL Stock Holding History

Solidarity Wealth’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
2024
Q1 		– Sell
-11,518
Closed -$1.21M – 92
2023
Q4 		$1.21M Buy
+11,518
New +$1.26M 0.44% 41
2023
Q2 		– Sell
-30,318
Closed -$2.82M – 94
2023
Q1 		$2.82M Buy
+30,318
New +$2.66M 1.28% 28
2022
Q3 		$1.38M Sell
17,918
-25,000
-58% -$1.83M 0.8% 39
2022
Q2 		$3.34M Buy
42,918
+9,100
+27% +$666K 1.8% 11
2022
Q1 		$2.69M Buy
+33,818
New +$2.74M 1.51% 16

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Solidarity Wealth's ORCL Position: Q1 2024 in Review

Solidarity Wealth sold out of Oracle (ORCL) in Q1 2024, closing a stake of 11,518 shares — an estimated $1.21M sold.

Solidarity Wealth first reported a position in ORCL in Q1 2022 and held it in 5 quarters. The position peaked at $3.34M in Q2 2022. 2,812 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

  • Solidarity Wealth reported no remaining Oracle position as of Q1 2024 after selling out during the quarter.
  • Solidarity Wealth sold 11,518 Oracle shares in Q1 2024, an estimated $1.21M.
  • Solidarity Wealth first reported a position in Oracle in Q1 2022 and held it in 5 quarters.
  • Solidarity Wealth's Oracle position peaked at $3.34M in Q2 2022.
  • 2,812 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Solidarity Wealth's 13F filing for Q1 2024, filed 14 May 2024.