Steele Capital Management’s Oracle ORCL Stock Holding History

Steele Capital Management’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	–	Sell	-1,494	Closed	-$211K	–	131
2024 Q2	$211K	Buy	+1,494	New	+$186K	0.01%	167

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

Steele Capital Management's ORCL Position: Q3 2024 in Review

Steele Capital Management sold out of Oracle (ORCL) in Q3 2024, closing a stake of 1,494 shares — an estimated $211K sold.

Steele Capital Management first reported a position in ORCL in Q2 2024 and held it in 1 quarter. The position peaked at $211K in Q2 2024. 3,066 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

Steele Capital Management reported no remaining Oracle position as of Q3 2024 after selling out during the quarter.
Steele Capital Management sold 1,494 Oracle shares in Q3 2024, an estimated $211K.
Steele Capital Management first reported a position in Oracle in Q2 2024 and held it in 1 quarter.
Steele Capital Management's Oracle position peaked at $211K in Q2 2024.
3,066 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.