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Ethos Financial Group’s Carnival Corporation Ltd CCL Stock Holding History

Ethos Financial Group’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
-4,805
Closed -$120K – 456
2024
Q4 		$120K Buy
+4,805
New +$112K 0.02% 324

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

Ethos Financial Group's CCL Position: Q1 2025 in Review

Ethos Financial Group sold out of Carnival Corporation Ltd (CCL) in Q1 2025, closing a stake of 4,805 shares — an estimated $120K sold.

Ethos Financial Group first reported a position in CCL in Q4 2024 and held it in 1 quarter. The position peaked at $120K in Q4 2024. 933 funds tracked by Wall St. Rank hold CCL as of Q1 2025.

  • Ethos Financial Group reported no remaining Carnival Corporation Ltd position as of Q1 2025 after selling out during the quarter.
  • Ethos Financial Group sold 4,805 Carnival Corporation Ltd shares in Q1 2025, an estimated $120K.
  • Ethos Financial Group first reported a position in Carnival Corporation Ltd in Q4 2024 and held it in 1 quarter.
  • Ethos Financial Group's Carnival Corporation Ltd position peaked at $120K in Q4 2024.
  • 933 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2025.

Based on Ethos Financial Group's 13F filing for Q1 2025, filed 13 May 2025.