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Sugarloaf Wealth Management’s Oracle ORCL Stock Holding History

Sugarloaf Wealth 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
Q4 		$263K Buy
1,579
+1
+0.1% +$178 0.05% 137
2024
Q3 		$269K Hold
1,578
– – 0.05% 129
2024
Q2 		$223K Buy
1,578
+1
+0.1% +$124 0.05% 131
2024
Q1 		$198K Buy
1,577
+1
+0.1% +$114 0.04% 148
2023
Q4 		$166K Buy
1,576
+1
+0.1% +$109 0.04% 169
2023
Q3 		$167K Sell
1,575
-82
-5% -$9.49K 0.04% 150
2023
Q2 		$197K Buy
1,657
+1
+0.1% +$103 0.05% 138
2023
Q1 		$154K Sell
1,656
-20
-1% -$1.75K 0.04% 155
2022
Q4 		$137K Buy
1,676
+1
+0.1% +$76 0.03% 164
2022
Q3 		$103K Hold
1,675
– – 0.03% 191
2022
Q2 		$117K Buy
1,675
+2
+0.1% +$146 0.03% 173
2022
Q1 		$138K Hold
1,673
– – 0.03% 159
2021
Q4 		$146K Buy
1,673
+100
+6% +$9.39K 0.03% 159
2021
Q3 		$137K Buy
1,573
+1
+0.1% +$88 0.04% 158
2021
Q2 		$122K Buy
1,572
+1
+0.1% +$78 0.03% 165
2021
Q1 		$110 Buy
1,571
+1
+0.1% +$65 0.03% 174
2020
Q4 		$102K Hold
1,570
– – 0.03% 172
2020
Q3 		$94K Buy
1,570
+1
+0.1% +$57 0.03% 166
2020
Q2 		$87K Buy
1,569
+1
+0.1% +$53 0.03% 174
2020
Q1 		$76K Buy
1,568
+1
+0.1% +$52 0.03% 170
2019
Q4 		$83K Buy
+1,567
New +$86.3K 0.04% 199

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sugarloaf Wealth Management's ORCL Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Oracle (ORCL) stake by 0.06% in Q4 2024, buying an estimated $178 and bringing the position to 1,579 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #137.

Sugarloaf Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 21 quarters since. The position peaked at $269K in Q3 2024. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Sugarloaf Wealth Management held 1,579 shares of Oracle worth $263K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1 Oracle share in Q4 2024, an estimated $178.
  • Oracle made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #137 holding.
  • Sugarloaf Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Oracle position peaked at $269K in Q3 2024.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.