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Fortis Group Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Fortis Group 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
2025
Q1 		– Sell
-8,783
Closed -$219K – 502
2024
Q4 		$219K Buy
+8,783
New +$206K 0.04% 184
2020
Q3 		$342K Buy
+22,557
New +$349K 0.07% 127

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

Fortis Group Advisors's CCL Position: Q1 2025 in Review

Fortis Group Advisors sold out of Carnival Corporation Ltd (CCL) in Q1 2025, closing a stake of 8,783 shares — an estimated $219K sold.

Fortis Group Advisors first reported a position in CCL in Q3 2020 and held it in 2 quarters. The position peaked at $342K in Q3 2020. 933 funds tracked by Wall St. Rank hold CCL as of Q1 2025.

  • Fortis Group Advisors reported no remaining Carnival Corporation Ltd position as of Q1 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 8,783 Carnival Corporation Ltd shares in Q1 2025, an estimated $219K.
  • Fortis Group Advisors first reported a position in Carnival Corporation Ltd in Q3 2020 and held it in 2 quarters.
  • Fortis Group Advisors's Carnival Corporation Ltd position peaked at $342K in Q3 2020.
  • 933 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.