Washburn Capital Management’s Oracle ORCL Stock Holding History

Washburn Capital Management’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	–	Sell	-3,105	Closed	-$329K	–	48
2023 Q3	$329K	Buy	+3,105	New	+$359K	0.28%	37

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Washburn Capital Management's ORCL Position: Q4 2023 in Review

Washburn Capital Management sold out of Oracle (ORCL) in Q4 2023, closing a stake of 3,105 shares — an estimated $329K sold.

Washburn Capital Management first reported a position in ORCL in Q3 2023 and held it in 1 quarter. The position peaked at $329K in Q3 2023. 2,695 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

Washburn Capital Management reported no remaining Oracle position as of Q4 2023 after selling out during the quarter.
Washburn Capital Management sold 3,105 Oracle shares in Q4 2023, an estimated $329K.
Washburn Capital Management first reported a position in Oracle in Q3 2023 and held it in 1 quarter.
Washburn Capital Management's Oracle position peaked at $329K in Q3 2023.
2,695 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on Washburn Capital Management's 13F filing for Q4 2023, filed 23 Jan 2024.