Number of Shares
115,703.00
Current Holdings Value*
$16.18 Mil
% of Portfolio
1.85%
Total Estimate Gain
$22.94 Mil
% of Total Estimate Gain
271.56%

CARRET ASSET MANAGEMENT, LLC's Oracle Corp Holding Summary

As of 2025-03-31, CARRET ASSET MANAGEMENT, LLC held 115,703.00 shares of Oracle Corp(ORCL), totaling $16.18 Mil. This investment constitutes 1.85% of their stock portfolio, and CARRET ASSET MANAGEMENT, LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.

The initial trade took place in 2014Q1. And since then CARRET ASSET MANAGEMENT, LLC has made 18 purchases of ORCL, at an average price of $46.38, for a total of 182,139.00 shares. In addition, there have been 17 sales at an average price of $48.30 for 66,436.00 shares. Based on historical transaction data and ORCL's current price of $243.54, CARRET ASSET MANAGEMENT, LLC's estimated gain on his ORCL holdings is $22.94 Mil, reflecting a 271.56% gain to date.

CARRET ASSET MANAGEMENT, LLC ORCL ($243.54) Holding Chart

CARRET ASSET MANAGEMENT, LLC ORCL ($243.54) 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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