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Spearhead Capital Advisors’s Oracle ORCL Stock Holding History

Spearhead Capital Advisors’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
Q3 		$358K Buy
5,869
+328
+6% +$24K 0.39% 71
2022
Q2 		$387K Buy
+5,541
New +$406K 0.06% 98
2020
Q4 		– Sell
-7,625
Closed -$455K – 185
2020
Q3 		$455K Buy
+7,625
New +$433K 0.09% 89

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Spearhead Capital Advisors's ORCL Position: Q3 2022 in Review

Spearhead Capital Advisors increased its Oracle (ORCL) stake by 5.9% in Q3 2022, buying an estimated $24K and bringing the position to 5,869 shares worth $358K. The position accounts for 0.39% of the portfolio, ranked #71.

Spearhead Capital Advisors first reported a position in ORCL in Q3 2020 and has held it in 3 quarters since. The position peaked at $455K in Q3 2020. 2,105 funds tracked by Wall St. Rank hold ORCL as of Q3 2022.

  • Spearhead Capital Advisors held 5,869 shares of Oracle worth $358K as of Q3 2022.
  • Spearhead Capital Advisors bought 328 Oracle shares in Q3 2022, an estimated $24K.
  • Oracle made up 0.39% of Spearhead Capital Advisors's portfolio in Q3 2022, its #71 holding.
  • Spearhead Capital Advisors first reported a position in Oracle in Q3 2020 and has held it in 3 quarters since.
  • Spearhead Capital Advisors's Oracle position peaked at $455K in Q3 2020.
  • 2,105 funds tracked by Wall St. Rank held Oracle as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.