Westshore Wealth’s Oracle ORCL Stock Holding History

Westshore Wealth’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 Q2	–	Sell	-2,501	Closed	-$232K	–	119
2023 Q1	$232K	Buy	+2,501	New	+$219K	0.12%	93
2022 Q3	–	Sell	-4,742	Closed	-$331K	–	101
2022 Q2	$331K	Buy	4,742 +2	+0%	+$146	0.22%	54
2022 Q1	$392K	Buy	4,740 +860	+22%	+$69.6K	0.26%	49
2021 Q4	$338K	Buy	+3,880	New	+$364K	0.23%	59
2021 Q2	–	Sell	-6,866	Closed	-$482K	–	150
2021 Q1	$482K	Buy	+6,866	New	+$445K	0.28%	62

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Westshore Wealth's ORCL Position: Q2 2023 in Review

Westshore Wealth sold out of Oracle (ORCL) in Q2 2023, closing a stake of 2,501 shares — an estimated $232K sold.

Westshore Wealth first reported a position in ORCL in Q1 2021 and held it in 5 quarters. The position peaked at $482K in Q1 2021. 2,565 funds tracked by Wall St. Rank hold ORCL as of Q2 2023.

Westshore Wealth reported no remaining Oracle position as of Q2 2023 after selling out during the quarter.
Westshore Wealth sold 2,501 Oracle shares in Q2 2023, an estimated $232K.
Westshore Wealth first reported a position in Oracle in Q1 2021 and held it in 5 quarters.
Westshore Wealth's Oracle position peaked at $482K in Q1 2021.
2,565 funds tracked by Wall St. Rank held Oracle as of Q2 2023.

Based on Westshore Wealth's 13F filing for Q2 2023, filed 5 Sep 2023.