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Tilt Investment Management Holdings’s Oracle ORCL Stock Holding History

Tilt Investment Management Holdings’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
Q4 		$676K Sell
6,415
-1,679
-21% -$183K 0.73% 31
2023
Q3 		$857K Hold
8,094
– – 0.61% 51
2023
Q2 		$964K Hold
8,094
– – 0.64% 43
2023
Q1 		$730K Buy
8,094
+1,041
+15% +$91.3K 0.54% 56
2022
Q4 		$577K Buy
+7,053
New +$536K 0.49% 65

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Tilt Investment Management Holdings's ORCL Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its Oracle (ORCL) stake by 21% in Q4 2023, selling an estimated $183K and leaving 6,415 shares worth $676K. The position accounts for 0.73% of the portfolio, ranked #31.

Tilt Investment Management Holdings first reported a position in ORCL in Q4 2022 and has held it in 5 quarters since. The position peaked at $964K in Q2 2023. 2,699 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

  • Tilt Investment Management Holdings held 6,415 shares of Oracle worth $676K as of Q4 2023.
  • Tilt Investment Management Holdings sold 1,679 Oracle shares in Q4 2023, an estimated $183K.
  • Oracle made up 0.73% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #31 holding.
  • Tilt Investment Management Holdings first reported a position in Oracle in Q4 2022 and has held it in 5 quarters since.
  • Tilt Investment Management Holdings's Oracle position peaked at $964K in Q2 2023.
  • 2,699 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.