Laird Norton Wetherby Wealth Management’s Carnival PLC CUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-13,614
Closed -$171K 728
2020
Q2
$171K Buy
13,614
+2,989
+28% +$38.7K 0.02% 663
2020
Q1
$127K Buy
10,625
+6,257
+143% +$209K 0.01% 620
2019
Q4
$210K Sell
4,368
-1,176
-21% -$49.7K 0.02% 655
2019
Q3
$233K Sell
5,544
-1,230
-18% -$54.9K 0.02% 615
2019
Q2
$307K Buy
6,774
+464
+7% +$23.8K 0.03% 527
2019
Q1
$314K Sell
6,310
-752
-11% -$41.1K 0.04% 498
2018
Q4
$344K Sell
7,062
-549
-7% -$31.1K 0.05% 421
2018
Q3
$481K Buy
7,611
+486
+7% +$29.3K 0.06% 373
2018
Q2
$411K Sell
7,125
-646
-8% -$41.6K 0.06% 392
2018
Q1
$509K Buy
7,771
+312
+4% +$21.2K 0.07% 340
2017
Q4
$494K Buy
7,459
+278
+4% +$18.4K 0.07% 350
2017
Q3
$463K Buy
7,181
+90
+1% +$6.06K 0.07% 348
2017
Q2
$469K Sell
7,091
-169
-2% -$10.5K 0.08% 313
2017
Q1
$421K Buy
7,260
+654
+10% +$35.9K 0.08% 331
2016
Q4
$339K Buy
6,606
+940
+17% +$46.8K 0.07% 376
2016
Q3
$278K Sell
5,666
-311
-5% -$14.6K 0.06% 404
2016
Q2
$267K Buy
5,977
+292
+5% +$14.8K 0.06% 383
2016
Q1
$309K Sell
5,685
-808
-12% -$40.6K 0.07% 319
2015
Q4
$370K Buy
6,493
+146
+2% +$7.82K 0.09% 269
2015
Q3
$329K Buy
6,347
+806
+15% +$42.6K 0.08% 289
2015
Q2
$285K Buy
5,541
+56
+1% +$2.72K 0.07% 338
2015
Q1
$268K Buy
5,485
+45
+0.8% +$2.06K 0.07% 349
2014
Q4
$245K Sell
5,440
-159
-3% -$6.47K 0.06% 362
2014
Q3
$224K Buy
+5,599
New +$212K 0.06% 366

Other funds holding CUK

Laird Norton Wetherby Wealth Management's CUK Position: Q3 2020 in Review

Laird Norton Wetherby Wealth Management sold out of Carnival PLC (CUK) in Q3 2020, closing a stake of 13,614 shares — an estimated $171K sold.

Laird Norton Wetherby Wealth Management first reported a position in CUK in Q3 2014 and held it in 24 quarters. The position peaked at $509K in Q1 2018. 91 funds tracked by Wall St. Rank hold CUK as of Q3 2020.

  • Laird Norton Wetherby Wealth Management reported no remaining Carnival PLC position as of Q3 2020 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 13,614 Carnival PLC shares in Q3 2020, an estimated $171K.
  • Laird Norton Wetherby Wealth Management first reported a position in Carnival PLC in Q3 2014 and held it in 24 quarters.
  • Laird Norton Wetherby Wealth Management's Carnival PLC position peaked at $509K in Q1 2018.
  • 91 funds tracked by Wall St. Rank held Carnival PLC as of Q3 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.