Berman Capital Advisors’s Royal Caribbean RCL Stock Holding History

Berman Capital Advisors’s Portfolio RCL Stock Details RCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$119K	Buy	1,346 +515	+62%	+$41.7K	0.02%	391
2021 Q2	$70K	Buy	831 +51	+7%	+$4.45K	0.01%	473
2021 Q1	$66K	Buy	780 +202	+35%	+$16K	0.01%	390
2020 Q4	$43K	Sell	578 -15	-3%	-$1.05K	0.01%	443
2020 Q3	$38K	Buy	593 +38	+7%	+$2.24K	0.01%	417
2020 Q2	$27K	Buy	555 +237	+75%	+$10.7K	0.01%	466
2020 Q1	$9K	Buy	318 +245	+336%	+$22.4K	﹤0.01%	702
2019 Q4	$9K	Hold	73	–	–	﹤0.01%	783
2019 Q3	$7K	Buy	73 +7	+11%	+$771	﹤0.01%	848
2019 Q2	$7K	Hold	66	–	–	﹤0.01%	872
2019 Q1	$7K	Buy	66 +33	+100%	+$3.75K	﹤0.01%	781
2018 Q4	$3K	Buy	+33	New	+$3.62K	﹤0.01%	813

Other funds holding RCL

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's RCL Position: Q3 2021 in Review

Berman Capital Advisors increased its Royal Caribbean (RCL) stake by 62% in Q3 2021, buying an estimated $41.7K and bringing the position to 1,346 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #391.

Berman Capital Advisors first reported a position in RCL in Q4 2018 and has held it in 12 quarters since. 625 funds tracked by Wall St. Rank hold RCL as of Q3 2021.

Berman Capital Advisors held 1,346 shares of Royal Caribbean worth $119K as of Q3 2021.
Berman Capital Advisors bought 515 Royal Caribbean shares in Q3 2021, an estimated $41.7K.
Royal Caribbean made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #391 holding.
Berman Capital Advisors first reported a position in Royal Caribbean in Q4 2018 and has held it in 12 quarters since.
625 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.