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Vantage Financial Partners (Illinois)’s Oracle ORCL Stock Holding History

Vantage Financial Partners (Illinois)’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
Q2 		$530K Sell
3,750
-150
-4% -$18.6K 0.13% 70
2024
Q1 		$490K Hold
3,900
– – 0.13% 74
2023
Q4 		$411K Buy
3,900
+100
+3% +$10.9K 0.13% 82
2023
Q3 		$402K Buy
+3,800
New +$440K 0.23% 68

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s ORCL Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) reduced its Oracle (ORCL) stake by 3.8% in Q2 2024, selling an estimated $18.6K and leaving 3,750 shares worth $530K. The position accounts for 0.13% of the portfolio, ranked #70.

Vantage Financial Partners (Illinois) first reported a position in ORCL in Q3 2023 and has held it in 4 quarters since. 2,916 funds tracked by Wall St. Rank hold ORCL as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 3,750 shares of Oracle worth $530K as of Q2 2024.
  • Vantage Financial Partners (Illinois) sold 150 Oracle shares in Q2 2024, an estimated $18.6K.
  • Oracle made up 0.13% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #70 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Oracle in Q3 2023 and has held it in 4 quarters since.
  • 2,916 funds tracked by Wall St. Rank held Oracle as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.