Sutton Wealth Advisors’s Oracle ORCL Stock Holding History

Sutton Wealth Advisors’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 Q3	$1.3M	Buy	12,304 +104	+0.9%	+$12K	0.64%	29
2023 Q2	$1.45M	Sell	12,200 -1,606	-12%	-$166K	0.7%	27
2023 Q1	$1.28M	Sell	13,806 -8,038	-37%	-$705K	0.69%	28
2022 Q4	$1.79M	Sell	21,844 -13	-0.1%	-$988	0.68%	27
2022 Q3	$1.33M	Buy	21,857 +6	+0%	+$439	0.54%	32
2022 Q2	$1.53M	Sell	21,851 -40	-0.2%	-$2.93K	0.61%	32
2022 Q1	$1.81M	Sell	21,891 -1,259	-5%	-$102K	0.62%	33
2021 Q4	$2.02M	Sell	23,150 -43	-0.2%	-$4.04K	0.67%	33
2021 Q3	$2.02M	Sell	23,193 -4	-0%	-$353	0.75%	29
2021 Q2	$1.81M	Hold	23,197	–	–	0.66%	30
2021 Q1	$1.63M	Buy	23,197 +20	+0.1%	+$1.29K	0.64%	31
2020 Q4	$1.5M	Buy	23,177 +53	+0.2%	+$3.15K	0.64%	31
2020 Q3	$1.38M	Buy	23,124 +8	+0%	+$454	0.67%	30
2020 Q2	$1.28M	Buy	23,116 +101	+0.4%	+$5.35K	0.67%	30
2020 Q1	$1.11M	Sell	23,015 -15	-0.1%	-$774	0.7%	27
2019 Q4	$1.22M	Hold	23,030	–	–	0.63%	30
2019 Q3	$1.27M	Hold	23,030	–	–	0.71%	27
2019 Q2	$1.31M	Hold	23,030	–	–	0.75%	23
2019 Q1	$1.24M	Buy	23,030 +43	+0.2%	+$2.19K	0.72%	23
2018 Q4	$1.04M	Buy	22,987 +15,000	+188%	+$719K	0.67%	28
2018 Q3	$412K	Hold	7,987	–	–	0.27%	61
2018 Q2	$352K	Hold	7,987	–	–	0.24%	65
2018 Q1	$365K	Buy	7,987 +200	+3%	+$9.94K	0.26%	63
2017 Q4	$368K	Hold	7,787	–	–	0.27%	63
2017 Q3	$377K	Hold	7,787	–	–	0.29%	62
2017 Q2	$390K	Hold	7,787	–	–	0.31%	58
2017 Q1	$347K	Sell	7,787 -16	-0.2%	-$666	0.29%	61
2016 Q4	$300K	Hold	7,803	–	–	0.27%	66
2016 Q3	$307K	Hold	7,803	–	–	0.28%	64
2016 Q2	$319K	Buy	7,803 +3	+0%	+$120	0.3%	59
2016 Q1	$319K	Buy	+7,800	New	+$289K	0.3%	58

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's ORCL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Oracle (ORCL) stake by 0.85% in Q3 2023, buying an estimated $12K and bringing the position to 12,304 shares worth $1.3M. The position accounts for 0.64% of the portfolio, ranked #29.

Sutton Wealth Advisors first reported a position in ORCL in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.02M in Q3 2021. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

Sutton Wealth Advisors held 12,304 shares of Oracle worth $1.3M as of Q3 2023.
Sutton Wealth Advisors bought 104 Oracle shares in Q3 2023, an estimated $12K.
Oracle made up 0.64% of Sutton Wealth Advisors's portfolio in Q3 2023, its #29 holding.
Sutton Wealth Advisors first reported a position in Oracle in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Oracle position peaked at $2.02M in Q3 2021.
2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.