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Zimmermann Investment Management & Planning’s Oracle ORCL Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-1,292
Closed -$220K – 91
2024
Q3 		$220K Buy
+1,292
New +$187K 0.07% 138

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zimmermann Investment Management & Planning's ORCL Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Oracle (ORCL) in Q4 2024, closing a stake of 1,292 shares — an estimated $220K sold.

Zimmermann Investment Management & Planning first reported a position in ORCL in Q3 2024 and held it in 1 quarter. The position peaked at $220K in Q3 2024. 3,342 funds tracked by Wall St. Rank hold ORCL as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Oracle position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 1,292 Oracle shares in Q4 2024, an estimated $220K.
  • Zimmermann Investment Management & Planning first reported a position in Oracle in Q3 2024 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's Oracle position peaked at $220K in Q3 2024.
  • 3,342 funds tracked by Wall St. Rank held Oracle as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.