SCP
ORCL icon

Stamos Capital Partners’s Oracle ORCL Stock Holding History

Stamos Capital Partners’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
2023
Q2 		– Sell
-24,810
Closed -$2.31M – 113
2023
Q1 		$2.31M Hold
24,810
– – 0.59% 54
2022
Q4 		$2.03M Sell
24,810
-21,910
-47% -$1.67M 0.64% 51
2022
Q3 		$2.85M Buy
+46,720
New +$3.42M 0.73% 41

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Stamos Capital Partners's ORCL Position: Q2 2023 in Review

Stamos Capital Partners sold out of Oracle (ORCL) in Q2 2023, closing a stake of 24,810 shares — an estimated $2.31M sold.

Stamos Capital Partners first reported a position in ORCL in Q3 2022 and held it in 3 quarters. The position peaked at $2.85M in Q3 2022. 2,565 funds tracked by Wall St. Rank hold ORCL as of Q2 2023.

  • Stamos Capital Partners reported no remaining Oracle position as of Q2 2023 after selling out during the quarter.
  • Stamos Capital Partners sold 24,810 Oracle shares in Q2 2023, an estimated $2.31M.
  • Stamos Capital Partners first reported a position in Oracle in Q3 2022 and held it in 3 quarters.
  • Stamos Capital Partners's Oracle position peaked at $2.85M in Q3 2022.
  • 2,565 funds tracked by Wall St. Rank held Oracle as of Q2 2023.

Based on Stamos Capital Partners's 13F filing for Q2 2023, filed 11 Aug 2023.