SpiderRock Advisors’s Oracle ORCL Stock Holding History

SpiderRock Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Hold	–	-$365K	–	185
2020 Q3	–	Hold	–	–	–	89
2017 Q3	–	Hold	–	-$12K	–	843
2017 Q2	–	Hold	–	–	–	517

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

SpiderRock Advisors's ORCL Position: Q3 2024 in Review

SpiderRock Advisors increased its Oracle (ORCL) stake by 79% in Q3 2024, buying an estimated $7.01M and bringing the position to 109,340 shares worth $18.6M. The position accounts for 0.3% of the portfolio, ranked #52.

SpiderRock Advisors first reported a position in ORCL in Q1 2024 and has held it in 3 quarters since. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

SpiderRock Advisors held 109,340 shares of Oracle worth $18.6M as of Q3 2024.
SpiderRock Advisors bought 48,403 Oracle shares in Q3 2024, an estimated $7.01M.
Oracle made up 0.3% of SpiderRock Advisors's portfolio in Q3 2024, its #52 holding.
SpiderRock Advisors first reported a position in Oracle in Q1 2024 and has held it in 3 quarters since.
3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.