Number of Shares
66,635.00
Current Holdings Value*
$9.32 Mil
% of Portfolio
4.11%
Total Estimate Gain
$8.18 Mil
% of Total Estimate Gain
91.54%

Lumbard & Kellner, LLC's Oracle Corp Holding Summary

As of 2025-03-31, Lumbard & Kellner, LLC held 66,635.00 shares of Oracle Corp(ORCL), totaling $9.32 Mil. This investment constitutes 4.11% of their stock portfolio, and Lumbard & Kellner, LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.

The initial trade took place in 2014Q2. And since then Lumbard & Kellner, LLC has made 4 purchases of ORCL, at an average price of $116.17, for a total of 76,925.00 shares. In addition, there have been 3 sales at an average price of $73.95 for 10,290.00 shares. Based on historical transaction data and ORCL's current price of $245.45, Lumbard & Kellner, LLC's estimated gain on his ORCL holdings is $8.18 Mil, reflecting a 91.54% gain to date.

Lumbard & Kellner, LLC ORCL ($245.45) Holding Chart

Lumbard & Kellner, LLC ORCL ($245.45) 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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