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Sun Life Financial’s Oracle ORCL Stock Holding History

Sun Life Financial’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
-9,350
Closed -$866K – 61
2023
Q1 		$866K Hold
9,350
– – 0.06% 36
2022
Q4 		$769K Sell
9,350
-6,412
-41% -$487K 0.06% 38
2022
Q3 		$963K Sell
15,762
-3,087
-16% -$226K 0.08% 31
2022
Q2 		$1.32M Sell
18,849
-787
-4% -$57.6K 0.1% 31
2022
Q1 		$1.62M Sell
19,636
-656
-3% -$53.1K 0.07% 35
2021
Q4 		$1.77M Buy
20,292
+1,104
+6% +$104K 0.07% 35
2021
Q3 		$1.67M Buy
19,188
+4,504
+31% +$398K 0.1% 34
2021
Q2 		$1.14M Sell
14,684
-1,544
-10% -$121K 0.06% 34
2021
Q1 		$1.14M Sell
16,228
-215
-1% -$13.9K 0.1% 38
2020
Q4 		$1.06M Sell
16,443
-48
-0.3% -$2.86K 0.14% 37
2020
Q3 		$983K Buy
16,491
+1,482
+10% +$84.2K 0.16% 35
2020
Q2 		$832K Buy
15,009
+1,140
+8% +$60.4K 0.16% 43
2020
Q1 		$671K Buy
13,869
+470
+4% +$24.3K 0.17% 39
2019
Q4 		$710K Sell
13,399
-281
-2% -$15.5K 0.19% 58
2019
Q3 		$751K Sell
13,680
-1,365
-9% -$75.4K 0.19% 79
2019
Q2 		$853K Sell
15,045
-4,022
-21% -$218K 0.21% 35
2019
Q1 		$1.02M Sell
19,067
-4,750
-20% -$242K 0.23% 71
2018
Q4 		$1.08M Buy
23,817
+8
+0% +$383 0.23% 64
2018
Q3 		$1.23M Sell
23,809
-336
-1% -$16.3K 0.22% 76
2018
Q2 		$1.06M Buy
24,145
+22,768
+1,653% +$1.05M 0.15% 86
2018
Q1 		$30.1K Sell
1,377
-21,243
-94% -$1.06M 0.27% 55
2017
Q4 		$1.07M Sell
22,620
-15,518
-41% -$761K 0.11% 87
2017
Q3 		$1.84M Sell
38,138
-1,715
-4% -$85.3K 0.18% 50
2017
Q2 		$2M Buy
39,853
+39,781
+55,251% +$1.81M 0.21% 40
2017
Q1 		$1.62K Buy
72
+10
+16% +$416 ﹤0.01% 119
2016
Q4 		$1.6K Buy
+62
New +$2.42K 0.02% 75

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

Sun Life Financial's ORCL Position: Q2 2023 in Review

Sun Life Financial sold out of Oracle (ORCL) in Q2 2023, closing a stake of 9,350 shares — an estimated $866K sold.

Sun Life Financial first reported a position in ORCL in Q4 2016 and held it in 26 quarters. The position peaked at $2M in Q2 2017. 2,564 funds tracked by Wall St. Rank hold ORCL as of Q2 2023.

  • Sun Life Financial reported no remaining Oracle position as of Q2 2023 after selling out during the quarter.
  • Sun Life Financial sold 9,350 Oracle shares in Q2 2023, an estimated $866K.
  • Sun Life Financial first reported a position in Oracle in Q4 2016 and held it in 26 quarters.
  • Sun Life Financial's Oracle position peaked at $2M in Q2 2017.
  • 2,564 funds tracked by Wall St. Rank held Oracle as of Q2 2023.

Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.