YWP
ORCL icon

YorkBridge Wealth Partners’s Oracle ORCL Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$1.12M Sell
13,680
-130
-0.9% -$9.88K 0.28% 81
2022
Q3 		$843K Buy
13,810
+816
+6% +$59.7K 0.22% 96
2022
Q2 		$908K Buy
12,994
+1,314
+11% +$96.2K 0.24% 84
2022
Q1 		$966K Buy
11,680
+719
+7% +$58.2K 0.21% 85
2021
Q4 		$956K Sell
10,961
-267
-2% -$25.1K 0.21% 85
2021
Q3 		$978K Buy
11,228
+471
+4% +$41.6K 0.25% 81
2021
Q2 		$837K Buy
10,757
+1,137
+12% +$89K 0.22% 88
2021
Q1 		$675K Buy
9,620
+1,654
+21% +$107K 0.2% 91
2020
Q4 		$515K Buy
7,966
+1,684
+27% +$100K 0.17% 101
2020
Q3 		$375K Buy
6,282
+1,090
+21% +$61.9K 0.16% 113
2020
Q2 		$287K Sell
5,192
-860
-14% -$45.6K 0.13% 136
2020
Q1 		$292K Sell
6,052
-1,296
-18% -$66.9K 0.18% 121
2019
Q4 		$389K Sell
7,348
-27,303
-79% -$1.5M 0.18% 122
2019
Q3 		$1.91M Buy
34,651
+451
+1% +$24.9K 0.96% 30
2019
Q2 		$1.95M Sell
34,200
-889
-3% -$48.1K 0.87% 28
2019
Q1 		$1.89M Buy
35,089
+1,411
+4% +$71.9K 0.87% 29
2018
Q4 		$1.52M Buy
33,678
+628
+2% +$30.1K 0.81% 33
2018
Q3 		$1.71M Sell
33,050
-5,674
-15% -$276K 0.78% 31
2018
Q2 		$1.71M Buy
38,724
+4,143
+12% +$191K 0.75% 30
2018
Q1 		$1.59M Buy
34,581
+2,458
+8% +$122K 0.73% 33
2017
Q4 		$1.54M Buy
32,123
+4,530
+16% +$222K 0.75% 36
2017
Q3 		$1.33M Sell
27,593
-774
-3% -$38.5K 0.69% 38
2017
Q2 		$1.4M Buy
28,367
+773
+3% +$35.2K 0.74% 32
2017
Q1 		$1.25M Sell
27,594
-696
-2% -$29K 0.65% 42
2016
Q4 		$1.14M Buy
+28,290
New +$1.11M 0.67% 40

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's ORCL Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Oracle (ORCL) stake by 0.94% in Q4 2022, selling an estimated $9.88K and leaving 13,680 shares worth $1.12M. The position accounts for 0.28% of the portfolio, ranked #81.

YorkBridge Wealth Partners first reported a position in ORCL in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.95M in Q2 2019. 2,299 funds tracked by Wall St. Rank hold ORCL as of Q4 2022.

  • YorkBridge Wealth Partners held 13,680 shares of Oracle worth $1.12M as of Q4 2022.
  • YorkBridge Wealth Partners sold 130 Oracle shares in Q4 2022, an estimated $9.88K.
  • Oracle made up 0.28% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #81 holding.
  • YorkBridge Wealth Partners first reported a position in Oracle in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Oracle position peaked at $1.95M in Q2 2019.
  • 2,299 funds tracked by Wall St. Rank held Oracle as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.