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Westover Capital Advisors’s Oracle ORCL Stock Holding History

Westover Capital 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
2024
Q1 		– Sell
-2,357
Closed -$248K – 197
2023
Q4 		$248K Hold
2,357
– – 0.08% 154
2023
Q3 		$250K Buy
+2,357
New +$273K 0.09% 154
2022
Q3 		– Sell
-3,507
Closed -$245K – 166
2022
Q2 		$245K Hold
3,507
– – 0.09% 142
2022
Q1 		$290K Hold
3,507
– – 0.09% 145
2021
Q4 		$306K Sell
3,507
-8
-0.2% -$751 0.09% 145
2021
Q3 		$306K Sell
3,515
-9
-0.3% -$795 0.1% 137
2021
Q2 		$274K Hold
3,524
– – 0.09% 152
2021
Q1 		$247K Buy
+3,524
New +$228K 0.09% 151
2016
Q1 		– Sell
-9,380
Closed -$343K – 98
2015
Q4 		$343K Sell
9,380
-8
-0.1% -$306 0.29% 76
2015
Q3 		$339K Sell
9,388
-704
-7% -$27.1K 0.29% 71
2015
Q2 		$407K Buy
10,092
+1,525
+18% +$66.1K 0.32% 69
2015
Q1 		$370K Sell
8,567
-4,535
-35% -$197K 0.3% 72
2014
Q4 		$589K Sell
13,102
-2,145
-14% -$87.3K 0.5% 61
2014
Q3 		$584K Sell
15,247
-28,052
-65% -$1.14M 0.48% 62
2014
Q2 		$1.75M Sell
43,299
-10,467
-19% -$431K 1.48% 25
2014
Q1 		$2.2M Sell
53,766
-180
-0.3% -$6.85K 2.05% 18
2013
Q4 		$2.06M Sell
53,946
-2,057
-4% -$70.7K 1.97% 21
2013
Q3 		$1.86M Sell
56,003
-9,711
-15% -$315K 1.92% 25
2013
Q2 		$2.02M Buy
+65,714
New +$2.18M 1.98% 22

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Westover Capital Advisors's ORCL Position: Q1 2024 in Review

Westover Capital Advisors sold out of Oracle (ORCL) in Q1 2024, closing a stake of 2,357 shares — an estimated $248K sold.

Westover Capital Advisors first reported a position in ORCL in Q2 2013 and held it in 19 quarters. The position peaked at $2.2M in Q1 2014. 2,811 funds tracked by Wall St. Rank hold ORCL as of Q1 2024.

  • Westover Capital Advisors reported no remaining Oracle position as of Q1 2024 after selling out during the quarter.
  • Westover Capital Advisors sold 2,357 Oracle shares in Q1 2024, an estimated $248K.
  • Westover Capital Advisors first reported a position in Oracle in Q2 2013 and held it in 19 quarters.
  • Westover Capital Advisors's Oracle position peaked at $2.2M in Q1 2014.
  • 2,811 funds tracked by Wall St. Rank held Oracle as of Q1 2024.

Based on Westover Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.