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Axim Planning & Wealth’s Carnival Corporation Ltd CCL Stock Holding History

Axim Planning & Wealth’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,000
Closed -$623K – 48
2024
Q4 		$623K Sell
25,000
-232,354
-90% -$5.44M 0.66% 8
2024
Q3 		$4.76M Sell
257,354
-8,763
-3% -$148K 5.35% 3
2024
Q2 		$4.98M Sell
266,117
-69,233
-21% -$1.07M 5.97% 3
2024
Q1 		$5.48M Sell
335,350
-61,700
-16% -$1M 4.45% 3
2023
Q4 		$7.36M Sell
397,050
-43,750
-10% -$635K 6.73% 3
2023
Q3 		$6.05M Buy
440,800
+39,900
+10% +$661K 5.34% 3
2023
Q2 		$7.55M Sell
400,900
-6,600
-2% -$77.2K 6.78% 4
2023
Q1 		$4.14M Sell
407,500
-108,850
-21% -$1.13M 4.1% 4
2022
Q4 		$4.16M Sell
516,350
-429,500
-45% -$3.7M 4.28% 4
2022
Q3 		$6.65M Buy
945,850
+245,150
+35% +$2.37M 6.54% 4
2022
Q2 		$6.06M Buy
+700,700
New +$10.3M 4.7% 4

Other funds holding CCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axim Planning & Wealth's CCL Position: Q1 2025 in Review

Axim Planning & Wealth sold out of Carnival Corporation Ltd (CCL) in Q1 2025, closing a stake of 25,000 shares — an estimated $623K sold.

Axim Planning & Wealth first reported a position in CCL in Q2 2022 and held it in 11 quarters. The position peaked at $7.55M in Q2 2023. 934 funds tracked by Wall St. Rank hold CCL as of Q1 2025.

  • Axim Planning & Wealth reported no remaining Carnival Corporation Ltd position as of Q1 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 25,000 Carnival Corporation Ltd shares in Q1 2025, an estimated $623K.
  • Axim Planning & Wealth first reported a position in Carnival Corporation Ltd in Q2 2022 and held it in 11 quarters.
  • Axim Planning & Wealth's Carnival Corporation Ltd position peaked at $7.55M in Q2 2023.
  • 934 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2025.

Based on Axim Planning & Wealth's 13F filing for Q1 2025, filed 13 May 2025.