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Lee Financial’s Royal Caribbean RCL Stock Holding History

Lee Financial’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
Q1 		– Sell
-47
Closed -$6.09K – 658
2023
Q4 		$6.09K Hold
47
– – ﹤0.01% 506
2023
Q3 		$4.33K Hold
47
– – ﹤0.01% 547
2023
Q2 		$4.88K Buy
47
+22
+88% +$1.73K ﹤0.01% 513
2023
Q1 		$1.63K Hold
25
– – ﹤0.01% 710
2022
Q4 		$1.24K Hold
25
– – ﹤0.01% 760
2022
Q3 		$1K Sell
25
-18
-42% -$729 ﹤0.01% 780
2022
Q2 		$2K Buy
+43
New +$2.67K ﹤0.01% 722

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee Financial's RCL Position: Q1 2024 in Review

Lee Financial sold out of Royal Caribbean (RCL) in Q1 2024, closing a stake of 47 shares — an estimated $6.09K sold.

Lee Financial first reported a position in RCL in Q2 2022 and held it in 7 quarters. The position peaked at $6.09K in Q4 2023. 844 funds tracked by Wall St. Rank hold RCL as of Q1 2024.

  • Lee Financial reported no remaining Royal Caribbean position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 47 Royal Caribbean shares in Q1 2024, an estimated $6.09K.
  • Lee Financial first reported a position in Royal Caribbean in Q2 2022 and held it in 7 quarters.
  • Lee Financial's Royal Caribbean position peaked at $6.09K in Q4 2023.
  • 844 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.