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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 Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.24M Buy
7,300
+1,600
+28% +$232K 0.02% 426
2024
Q2 		$805K Hold
5,700
– – 0.02% 453
2024
Q1 		$728K Buy
+5,700
New +$652K 0.02% 452
2023
Q4 		– Hold
0
– – – 130
2021
Q1 		– Hold
0
– -$100K – 190
2020
Q4 		– Hold
0
– – – 134
2020
Q3 		– Hold
0
– – – 90
2020
Q2 		– Hold
0
– – – 82

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
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.