Kowal Investment Group’s Royal Caribbean RCL Stock Holding History

Kowal Investment Group’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
2024 Q3	$221K	Buy	+1,247	New	+$202K	0.04%	187
2024 Q2	–	Sell	-2,286	Closed	-$318K	–	194
2024 Q1	$318K	Buy	2,286 +87	+4%	+$10.9K	0.07%	130
2023 Q4	$285K	Buy	+2,199	New	+$224K	0.07%	133
2023 Q3	–	Sell	-2,078	Closed	-$216K	–	163
2023 Q2	$216K	Sell	2,078 -1,048	-34%	-$82.2K	0.06%	151
2023 Q1	$204K	Buy	+3,126	New	+$206K	0.06%	153
2021 Q4	–	Sell	-1,525	Closed	-$136K	–	744
2021 Q3	$136K	Buy	+1,525	New	+$123K	0.04%	125

Other funds holding RCL

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kowal Investment Group's RCL Position: Q3 2024 in Review

Kowal Investment Group opened a new position in Royal Caribbean (RCL) in Q3 2024: 1,247 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #187 among its holdings. This is a return to the name: Kowal Investment Group previously reported a position in RCL as recently as Q1 2024.

Kowal Investment Group first reported a position in RCL in Q3 2021 and has held it in 6 quarters since. The position peaked at $318K in Q1 2024. 948 funds tracked by Wall St. Rank hold RCL as of Q3 2024.

Kowal Investment Group held 1,247 shares of Royal Caribbean worth $221K as of Q3 2024.
Royal Caribbean was a new Kowal Investment Group position in Q3 2024.
Royal Caribbean made up 0.04% of Kowal Investment Group's portfolio in Q3 2024, its #187 holding.
Kowal Investment Group first reported a position in Royal Caribbean in Q3 2021 and has held it in 6 quarters since.
Kowal Investment Group's Royal Caribbean position peaked at $318K in Q1 2024.
948 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.