JPWM
CUK

Jamison Private Wealth Management’s Carnival PLC CUK Stock Holding History

Jamison Private Wealth Management’s Portfolio CUK Stock Details CUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-417
Closed -$7.71K – 261
2024
Q3 		$7.71K Buy
417
+100
+32% +$1.55K ﹤0.01% 361
2024
Q2 		$5.93K Sell
317
-60
-16% -$840 ﹤0.01% 342
2024
Q1 		$6.16K Buy
377
+60
+19% +$888 ﹤0.01% 346
2023
Q4 		$5.88K Hold
317
– – ﹤0.01% 332
2023
Q3 		$4.35K Buy
+317
New +$4.75K ﹤0.01% 331

Other funds holding CUK

AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Jamison Private Wealth Management's CUK Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Carnival PLC (CUK) in Q4 2024, closing a stake of 417 shares — an estimated $7.71K sold.

Jamison Private Wealth Management first reported a position in CUK in Q3 2023 and held it in 5 quarters. The position peaked at $7.71K in Q3 2024. 126 funds tracked by Wall St. Rank hold CUK as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Carnival PLC position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 417 Carnival PLC shares in Q4 2024, an estimated $7.71K.
  • Jamison Private Wealth Management first reported a position in Carnival PLC in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Carnival PLC position peaked at $7.71K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Carnival PLC as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.