SSF
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Southern Style Financial’s Oracle ORCL Stock Holding History

Southern Style Financial’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
Q4 		$329K Buy
+1,973
New +$350K 0.27% 22

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Southern Style Financial's ORCL Position: Q4 2024 in Review

Southern Style Financial opened a new position in Oracle (ORCL) in Q4 2024: 1,973 shares worth $329K. The stake represents 0.27% of the portfolio and ranks #22 among its holdings.

3,355 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Southern Style Financial held 1,973 shares of Oracle worth $329K as of Q4 2024.
  • Oracle was a new Southern Style Financial position in Q4 2024.
  • Oracle made up 0.27% of Southern Style Financial's portfolio in Q4 2024, its #22 holding.
  • 3,355 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Southern Style Financial's 13F filing for Q4 2024, filed 23 Jan 2025.