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Crewe Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Crewe Advisors’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
2026
Q1 		$8.62K Sell
333
-89
-21% -$2.6K ﹤0.01% 678
2025
Q4 		$12.9K Buy
422
+12
+3% +$335 ﹤0.01% 573
2025
Q3 		$11.9K Sell
410
-13
-3% -$393 ﹤0.01% 595
2025
Q2 		$11.9K Sell
423
-787
-65% -$16.8K ﹤0.01% 435
2025
Q1 		$23.6K Hold
1,210
– – ﹤0.01% 331
2024
Q4 		$30.2K Buy
1,210
+888
+276% +$20.8K ﹤0.01% 320
2024
Q3 		$5.95K Buy
322
+22
+7% +$373 ﹤0.01% 553
2024
Q2 		$5.62K Hold
300
– – ﹤0.01% 781
2024
Q1 		$4.9K Buy
+300
New +$4.88K ﹤0.01% 734
2023
Q4 		– Sell
-300
Closed -$4.12K – 458
2023
Q3 		$4.12K Sell
300
-7
-2% -$116 ﹤0.01% 305
2023
Q2 		$5.78K Buy
307
+7
+2% +$82 ﹤0.01% 447
2023
Q1 		$3.04K Hold
300
– – ﹤0.01% 689
2022
Q4 		$2.42K Sell
300
-8
-3% -$69 ﹤0.01% 813
2022
Q3 		$2K Buy
308
+8
+3% +$77 ﹤0.01% 1021
2022
Q2 		$3K Buy
+300
New +$4.4K ﹤0.01% 874

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return