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Enlightenment Research’s Norwegian Cruise Line NCLH Stock Holding History

Enlightenment Research’s Portfolio NCLH Stock Details NCLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15,300
Closed -$317K – 180
2021
Q4 		$317K Buy
+15,300
New +$366K 0.45% 73
2019
Q1 		– Sell
-100
Closed -$4K – 458
2018
Q4 		$4K Buy
+100
New +$4.85K 0.01% 717

Other funds holding NCLH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Enlightenment Research's NCLH Position: Q1 2022 in Review

Enlightenment Research sold out of Norwegian Cruise Line (NCLH) in Q1 2022, closing a stake of 15,300 shares — an estimated $317K sold.

Enlightenment Research first reported a position in NCLH in Q4 2018 and held it in 2 quarters. The position peaked at $317K in Q4 2021. 542 funds tracked by Wall St. Rank hold NCLH as of Q1 2022.

  • Enlightenment Research reported no remaining Norwegian Cruise Line position as of Q1 2022 after selling out during the quarter.
  • Enlightenment Research sold 15,300 Norwegian Cruise Line shares in Q1 2022, an estimated $317K.
  • Enlightenment Research first reported a position in Norwegian Cruise Line in Q4 2018 and held it in 2 quarters.
  • Enlightenment Research's Norwegian Cruise Line position peaked at $317K in Q4 2021.
  • 542 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2022.

Based on Enlightenment Research's 13F filing for Q1 2022, filed 13 May 2022.