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Steward Partners Investment Solutions’s Oracle ORCL Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$1.34M Sell
10,633
-410
-4% -$46.9K 0.22% 87
2023
Q4 		$1.16M Buy
+11,043
New +$1.21M 0.49% 49

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Partners Investment Solutions's ORCL Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Oracle (ORCL) stake by 3.7% in Q1 2024, selling an estimated $46.9K and leaving 10,633 shares worth $1.34M. The position accounts for 0.22% of the portfolio, ranked #87.

Steward Partners Investment Solutions first reported a position in ORCL in Q4 2023 and has held it in 2 quarters since. 2,812 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

  • Steward Partners Investment Solutions held 10,633 shares of Oracle worth $1.34M as of Q1 2024.
  • Steward Partners Investment Solutions sold 410 Oracle shares in Q1 2024, an estimated $46.9K.
  • Oracle made up 0.22% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #87 holding.
  • Steward Partners Investment Solutions first reported a position in Oracle in Q4 2023 and has held it in 2 quarters since.
  • 2,812 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.