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Disclosery

Barrett Asset Management, LLC: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barrett Asset Management, LLC on ORCL, newest first. How the timeline and the estimate are built.

Barrett Asset Management, LLC held 65,701 ORCL shares at 2022-03-31 per its 13F-HR filed 2022-05-16.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 65,701 shares
    Change vs previous 13F -1,376 shares

    0.23% of the 13F portfolio, value $5,435,000.

    13F-HR 0001526411-22-000004 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-12-31
    13F 67,077 shares
    Change vs previous 13F +5,581 shares

    0.22% of the 13F portfolio, value $5,850,000.

    13F-HR 0001526411-22-000003 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-09-30
    13F 61,496 shares
    Change vs previous 13F -1,560 shares

    0.25% of the 13F portfolio, value $5,358,000.

    13F-HR 0001526411-21-000009 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-06-30
    13F 63,056 shares
    Change vs previous 13F -3,968 shares

    0.23% of the 13F portfolio, value $4,908,000.

    13F-HR 0001526411-21-000007 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-03-31
    13F 67,024 shares
    Change vs previous 13F -2,823 shares

    0.23% of the 13F portfolio, value $4,703,000.

    13F-HR 0001526411-21-000005 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-12-31
    13F/A 69,847 shares
    Change vs previous 13F -2,473 shares

    0.24% of the 13F portfolio, value $4,518,000.

    13F-HR/A 0001526411-21-000003 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-09-30
    13F 72,320 shares
    Change vs previous 13F +235 shares

    0.25% of the 13F portfolio, value $4,318,000.

    13F-HR 0001526411-20-000011 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-06-30
    13F 72,085 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,984,000.

    13F-HR 0001526411-20-000009 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).