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Sweet Financial Partners’s Oracle ORCL Stock Holding History

Sweet Financial Partners’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 		$838K Sell
4,919
-65
-1% -$9.41K 0.18% 90
2024
Q2 		$704K Buy
4,984
+15
+0.3% +$1.86K 0.16% 96
2024
Q1 		$624K Sell
4,969
-128
-3% -$14.7K 0.14% 108
2023
Q4 		$537K Buy
5,097
+4
+0.1% +$437 0.13% 114
2023
Q3 		$539K Sell
5,093
-195
-4% -$22.6K 0.14% 98
2023
Q2 		$630K Buy
5,288
+4
+0.1% +$414 0.16% 90
2023
Q1 		$491K Sell
5,284
-12
-0.2% -$1.05K 0.14% 107
2022
Q4 		$433K Buy
5,296
+4
+0.1% +$304 0.13% 111
2022
Q3 		$323K Buy
5,292
+3
+0.1% +$220 0.1% 123
2022
Q2 		$370K Buy
5,289
+883
+20% +$64.6K 0.12% 114
2022
Q1 		$365K Buy
4,406
+583
+15% +$47.2K 0.1% 119
2021
Q4 		$333K Buy
+3,823
New +$359K 0.14% 100

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sweet Financial Partners's ORCL Position: Q3 2024 in Review

Sweet Financial Partners reduced its Oracle (ORCL) stake by 1.3% in Q3 2024, selling an estimated $9.41K and leaving 4,919 shares worth $838K. The position accounts for 0.18% of the portfolio, ranked #90.

Sweet Financial Partners first reported a position in ORCL in Q4 2021 and has held it in 12 quarters since. 3,075 funds tracked by Wall St. Rank hold ORCL as of Q3 2024.

  • Sweet Financial Partners held 4,919 shares of Oracle worth $838K as of Q3 2024.
  • Sweet Financial Partners sold 65 Oracle shares in Q3 2024, an estimated $9.41K.
  • Oracle made up 0.18% of Sweet Financial Partners's portfolio in Q3 2024, its #90 holding.
  • Sweet Financial Partners first reported a position in Oracle in Q4 2021 and has held it in 12 quarters since.
  • 3,075 funds tracked by Wall St. Rank held Oracle as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.