SEC 13F Intelligence

First Personal Financial Services / ORCL

First Personal Financial Services’s Oracle Corp Position

Does First Personal Financial Services own Oracle Corp (ORCL)? Yes — 60.0K shares worth $10M (+2.16% of its 13F portfolio) as of Q3 2024, down from 67.2K shares the prior filed quarter.

Position Value
$10M
Q3 2024
Shares
60.0K
% of Portfolio
+2.16%
Quarters Held
24
currently held

Position History ORCL

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $6MQ3 ’19Q4 ’19: $6MQ1 ’20: $5MQ2 ’20: $6MQ2 ’20Q3 ’20: $6MQ4 ’20: $7MQ1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $6MQ1 ’23: $7MQ2 ’23: $9MQ2 ’23Q3 ’23: $7MQ4 ’23: $7MQ1 ’24: $8MQ1 ’24Q2 ’24: $9MQ3 ’24: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202460.0K$10M+2.16%
Q2 202467.2K$9M+2.15%
Q1 202467.6K$8M+1.97%
Q4 202368.3K$7M+1.75%
Q3 202369.9K$7M+1.93%
Q2 202374.2K$9M+2.20%
Q1 202376.8K$7M+1.85%
Q4 202278.4K$6M+1.74%
Q3 202277.9K$5M+1.38%
Q2 202276.8K$5M+1.50%
Q1 202280.2K$7M+1.55%
Q4 202179.8K$7M+1.56%
Q3 202183.7K$7M+1.81%
Q2 202186.5K$7M+1.72%
Q1 202185.4K$6M+1.64%
Q4 2020104.7K$7M+1.93%
Q3 2020104.6K$6M+1.99%
Q2 2020108.0K$6M+2.04%
Q1 2020110.6K$5M+2.07%
Q4 2019106.4K$6M+1.83%
Q3 2019110.9K$6M+1.90%
Q2 2019101.5K$6M+1.65%
Q1 201990.0K$5M+1.47%
Q4 201889.2K$4M+1.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Personal Financial Services’s full portfolio or all institutional holders of ORCL.