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Householder Group Estate & Retirement Specialist’s Carnival Corporation Ltd CCL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$24K Sell
998
-2,903
-74% -$67.9K 0.02% 269
2024
Q3 		$72K Buy
3,901
+310
+9% +$5.25K 0.02% 423
2024
Q2 		$67K Buy
3,591
+565
+19% +$8.73K 0.02% 427
2024
Q1 		$49.4K Buy
3,026
+138
+5% +$2.25K 0.01% 473
2023
Q4 		$53K Sell
2,888
-380
-12% -$5.52K 0.02% 449
2023
Q3 		$44.8K Buy
+3,268
New +$54.2K 0.02% 466
2023
Q1 		$28K Buy
+2,733
New +$28.3K 0.01% 564
2022
Q4 		– Sell
-1,848
Closed -$12K – 440
2022
Q3 		$12K Buy
+1,848
New +$17.9K ﹤0.01% 683

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CCL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Carnival Corporation Ltd (CCL) stake by 74% in Q4 2024, selling an estimated $67.9K and leaving 998 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #269.

Householder Group Estate & Retirement Specialist first reported a position in CCL in Q3 2022 and has held it in 8 quarters since. The position peaked at $72K in Q3 2024. 948 funds tracked by Wall St. Rank hold CCL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 998 shares of Carnival Corporation Ltd worth $24K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 2,903 Carnival Corporation Ltd shares in Q4 2024, an estimated $67.9K.
  • Carnival Corporation Ltd made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #269 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Carnival Corporation Ltd in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Carnival Corporation Ltd position peaked at $72K in Q3 2024.
  • 948 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.