Kula Investments’s Norwegian Cruise Line NCLH Stock Holding History

Kula Investments’s Portfolio NCLH Stock Details NCLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-32,581	Closed	-$399K	–	778
2022 Q4	$399K	Buy	+32,581	New	+$491K	0.12%	289

Other funds holding NCLH

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kula Investments's NCLH Position: Q1 2023 in Review

Kula Investments sold out of Norwegian Cruise Line (NCLH) in Q1 2023, closing a stake of 32,581 shares — an estimated $399K sold.

Kula Investments first reported a position in NCLH in Q4 2022 and held it in 1 quarter. The position peaked at $399K in Q4 2022. 503 funds tracked by Wall St. Rank hold NCLH as of Q1 2023.

Kula Investments reported no remaining Norwegian Cruise Line position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 32,581 Norwegian Cruise Line shares in Q1 2023, an estimated $399K.
Kula Investments first reported a position in Norwegian Cruise Line in Q4 2022 and held it in 1 quarter.
Kula Investments's Norwegian Cruise Line position peaked at $399K in Q4 2022.
503 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.