MAI Managed Volatility Fund ORCL Holdings History
Number of Shares
23,281.00
Current Holdings Value*
$3.85 Mil
% of Portfolio
3.16%
Total Estimate Gain
$4.60 Mil
% of Total Estimate Gain
358.59%
MAI Managed Volatility Fund's Oracle Corp Holding Summary
As of 2025-05-31, FORUM FUNDS held 23,281.00 shares of Oracle Corp(ORCL), totaling $3.85 Mil. This investment constitutes 3.16% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Oracle Corp(ORCL) stock.
The initial trade took place in 2020Q2. In addition, there have been 2 sales at an average price of $112.35 for 2,058.00 shares. Based on historical transaction data and ORCL's current price of $242.83, MAI Managed Volatility Fund's estimated gain on his ORCL holdings is $4.60 Mil, reflecting a 358.59% gain to date.
MAI Managed Volatility Fund ORCL ($242.83) Holding Chart
MAI Managed Volatility Fund ORCL ($242.83) 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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