TA
ORCL icon

Tiedemann Advisors’s Oracle ORCL Stock Holding History

Tiedemann 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 		$10.1M Hold
95,827
– – 0.44% 27
2023
Q2 		$11.4M Sell
95,827
-7
-0% -$724 0.49% 27
2023
Q1 		$8.9M Sell
95,834
-1,773
-2% -$155K 0.4% 32
2022
Q4 		$7.98M Buy
97,607
+1,213
+1% +$92.2K 0.38% 32
2022
Q3 		$5.88M Sell
96,394
-2,398
-2% -$176K 0.36% 32
2022
Q2 		$6.9M Sell
98,792
-8,225
-8% -$602K 0.52% 29
2022
Q1 		$8.85M Sell
107,017
-7,096
-6% -$575K 0.45% 28
2021
Q4 		$9.95M Hold
114,113
– – 0.49% 29
2021
Q3 		$9.94M Sell
114,113
-2,089,447
-95% -$185M 0.53% 30
2021
Q2 		$172M Sell
2,203,560
-586
-0% -$45.9K 6.87% 3
2021
Q1 		$155M Sell
2,204,146
-3,696
-0.2% -$239K 6.77% 3
2020
Q4 		$143M Buy
2,207,842
+3,603
+0.2% +$214K 6.91% 3
2020
Q3 		$132M Sell
2,204,239
-328
-0% -$18.6K 6.36% 3
2020
Q2 		$122M Sell
2,204,567
-1,293
-0.1% -$68.5K 6.47% 3
2020
Q1 		$107M Buy
2,205,860
+337
+0% +$17.4K 6.9% 2
2019
Q4 		$117M Buy
2,205,523
+4,331
+0.2% +$238K 5.6% 3
2019
Q3 		$121M Sell
2,201,192
-1,604
-0.1% -$88.6K 5.82% 3
2019
Q2 		$125M Sell
2,202,796
-23,037
-1% -$1.25M 6.29% 3
2019
Q1 		$120M Buy
2,225,833
+8,334
+0.4% +$425K 5.63% 3
2018
Q4 		$100M Buy
2,217,499
+27,975
+1% +$1.34M 5.12% 3
2018
Q3 		$113M Sell
2,189,524
-2,538
-0.1% -$123K 6.68% 2
2018
Q2 		$96.6M Sell
2,192,062
-18,759
-0.8% -$864K 6.17% 2
2018
Q1 		$101M Buy
2,210,821
+11,243
+0.5% +$559K 6.92% 2
2017
Q4 		$104M Buy
2,199,578
+2,059,913
+1,475% +$101M 7.96% 1
2017
Q3 		$5.53M Sell
139,665
-4,793
-3% -$238K 0.5% 40
2017
Q2 		$7.24M Sell
144,458
-5,112
-3% -$233K 0.53% 38
2017
Q1 		$6.67M Buy
149,570
+9,635
+7% +$401K 0.56% 39
2016
Q4 		$5.38M Buy
139,935
+134,016
+2,264% +$5.24M 0.54% 41
2016
Q3 		$227K Buy
+5,919
New +$241K 0.05% 119

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

Tiedemann Advisors's ORCL Position: Q3 2023 in Review

Tiedemann Advisors held its Oracle (ORCL) position steady in Q3 2023 at 95,827 shares worth $10.1M. The position accounts for 0.44% of the portfolio, ranked #27.

Tiedemann Advisors first reported a position in ORCL in Q3 2016 and has held it in 29 quarters since. The position peaked at $172M in Q2 2021. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

  • Tiedemann Advisors held 95,827 shares of Oracle worth $10.1M as of Q3 2023.
  • Tiedemann Advisors left its Oracle share count unchanged in Q3 2023.
  • Oracle made up 0.44% of Tiedemann Advisors's portfolio in Q3 2023, its #27 holding.
  • Tiedemann Advisors first reported a position in Oracle in Q3 2016 and has held it in 29 quarters since.
  • Tiedemann Advisors's Oracle position peaked at $172M in Q2 2021.
  • 2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.