Number of Shares
2,015.00
Current Holdings Value*
$281,720.00
% of Portfolio
2.48%
Total Estimate Gain
$300,973.48
% of Total Estimate Gain
103.27%

Fundamental Equity Income Fund's Oracle Corp Holding Summary

As of 2025-03-31, Fundamental Equity Income Fund held 2,015.00 shares of Oracle Corp(ORCL), totaling $281,720.00. This investment constitutes 2.48% of their stock portfolio, and Fundamental Equity Income Fund now holds 0% of the outstanding Oracle Corp(ORCL) stock.

The initial trade took place in 2022Q2. And since then Fundamental Equity Income Fund has made 5 purchases of ORCL, at an average price of $88.45, for a total of 3,295.00 shares. In addition, there have been 3 sales at an average price of $127.54 for 1,280.00 shares. Based on historical transaction data and ORCL's current price of $212.99, Fundamental Equity Income Fund's estimated gain on his ORCL holdings is $300,973.48, reflecting a 103.27% gain to date.

Fundamental Equity Income Fund ORCL ($212.99) Holding Chart

Fundamental Equity Income Fund ORCL ($212.99) 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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