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Schechter Investment Advisors’s Norwegian Cruise Line NCLH Stock Holding History

Schechter Investment Advisors’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
Q3 		– Sell
-10,973
Closed -$239K – 663
2023
Q2 		$239K Buy
+10,973
New +$168K 0.02% 542
2023
Q1 		– Sell
-11,196
Closed -$137K – 726
2022
Q4 		$137K Buy
+11,196
New +$169K 0.01% 784

Other funds holding NCLH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schechter Investment Advisors's NCLH Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Norwegian Cruise Line (NCLH) in Q3 2023, closing a stake of 10,973 shares — an estimated $239K sold.

Schechter Investment Advisors first reported a position in NCLH in Q4 2022 and held it in 2 quarters. The position peaked at $239K in Q2 2023. 512 funds tracked by Wall St. Rank hold NCLH as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Norwegian Cruise Line position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 10,973 Norwegian Cruise Line shares in Q3 2023, an estimated $239K.
  • Schechter Investment Advisors first reported a position in Norwegian Cruise Line in Q4 2022 and held it in 2 quarters.
  • Schechter Investment Advisors's Norwegian Cruise Line position peaked at $239K in Q2 2023.
  • 512 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.