Number of Shares
10,000.00
Current Holdings Value*
$1.66 Mil
% of Portfolio
2.92%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
64.14%

BRADLEY FOSTER & SARGENT EQUITY FUND's Oracle Corp Holding Summary

As of 2025-02-28, BRADLEY FOSTER & SARGENT EQUITY FUND held 10,000.00 shares of Oracle Corp(ORCL), totaling $1.66 Mil. This investment constitutes 2.92% of their stock portfolio, and BRADLEY FOSTER & SARGENT EQUITY FUND now holds 0% of the outstanding Oracle Corp(ORCL) stock.

The initial trade took place in 2020Q2. And since then BRADLEY FOSTER & SARGENT EQUITY FUND has made 3 purchases of ORCL, at an average price of $76.54, for a total of 32,500.00 shares. In addition, there have been 4 sales at an average price of $83.71 for 22,500.00 shares. Based on historical transaction data and ORCL's current price of $219.93, BRADLEY FOSTER & SARGENT EQUITY FUND's estimated gain on his ORCL holdings is $1.60 Mil, reflecting a 64.14% gain to date.

BRADLEY FOSTER & SARGENT EQUITY FUND ORCL ($219.93) Holding Chart

BRADLEY FOSTER & SARGENT EQUITY FUND ORCL ($219.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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