Evercore Wealth Management’s Royal Caribbean RCL Stock Holding History

Evercore Wealth Management’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
2020 Q1	–	Sell	-487,289	Closed	-$65.1M	–	402
2019 Q4	$65.1M	Buy	487,289 +60,688	+14%	+$7.07M	1.75%	19
2019 Q3	$46.2M	Buy	426,601 +17,248	+4%	+$1.9M	1.36%	26
2019 Q2	$49.6M	Buy	409,353 +41,414	+11%	+$5.05M	1.51%	21
2019 Q1	$42.2M	Buy	367,939 +57,492	+19%	+$6.54M	1.36%	26
2018 Q4	$30.4M	Buy	310,447 +24,898	+9%	+$2.73M	1.15%	32
2018 Q3	$37.1M	Buy	+285,549	New	+$33.5M	1.19%	33
2016 Q1	–	Sell	-76	Closed	-$8K	–	994
2015 Q4	$8K	Sell	76 -3,924	-98%	-$374K	﹤0.01%	877
2015 Q3	$356K	Hold	4,000	–	–	0.02%	305
2015 Q2	$315K	Hold	4,000	–	–	0.01%	343
2015 Q1	$327K	Sell	4,000 -100	-2%	-$7.91K	0.02%	337
2014 Q4	$338K	Buy	4,100 +100	+3%	+$7.02K	0.02%	299
2014 Q3	$269K	Hold	4,000	–	–	0.01%	348
2014 Q2	$222K	Buy	+4,000	New	+$215K	0.01%	374

Other funds holding RCL

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

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

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

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

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

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Evercore Wealth Management's RCL Position: Q1 2020 in Review

Evercore Wealth Management sold out of Royal Caribbean (RCL) in Q1 2020, closing a stake of 487,289 shares — an estimated $65.1M sold.

Evercore Wealth Management first reported a position in RCL in Q2 2014 and held it in 13 quarters. The position peaked at $65.1M in Q4 2019. 517 funds tracked by Wall St. Rank hold RCL as of Q1 2020.

Evercore Wealth Management reported no remaining Royal Caribbean position as of Q1 2020 after selling out during the quarter.
Evercore Wealth Management sold 487,289 Royal Caribbean shares in Q1 2020, an estimated $65.1M.
Evercore Wealth Management first reported a position in Royal Caribbean in Q2 2014 and held it in 13 quarters.
Evercore Wealth Management's Royal Caribbean position peaked at $65.1M in Q4 2019.
517 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.