SimplyRich’s Carnival PLC CUK Stock Holding History

SimplyRich’s Portfolio CUK Stock Details CUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-11,016	Closed	-$532K	–	129
2019 Q4	$532K	Hold	11,016	–	–	0.27%	98
2019 Q3	$462K	Sell	11,016 -1,874	-15%	-$83.7K	0.25%	102
2019 Q2	$584K	Hold	12,890	–	–	0.32%	88
2019 Q1	$642K	Hold	12,890	–	–	0.52%	53
2018 Q4	$622K	Hold	12,890	–	–	0.57%	55
2018 Q3	$813K	Hold	12,890	–	–	0.44%	68
2018 Q2	$743K	Sell	12,890 -392	-3%	-$25.2K	0.43%	75
2018 Q1	$870K	Sell	13,282 -104	-0.8%	-$7.06K	0.49%	63
2017 Q4	$887K	Buy	+13,386	New	+$887K	0.5%	68

Other funds holding CUK

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SimplyRich's CUK Position: Q1 2020 in Review

SimplyRich sold out of Carnival PLC (CUK) in Q1 2020, closing a stake of 11,016 shares — an estimated $532K sold.

SimplyRich first reported a position in CUK in Q4 2017 and held it in 9 quarters. The position peaked at $887K in Q4 2017. 89 funds tracked by Wall St. Rank hold CUK as of Q1 2020.

SimplyRich reported no remaining Carnival PLC position as of Q1 2020 after selling out during the quarter.
SimplyRich sold 11,016 Carnival PLC shares in Q1 2020, an estimated $532K.
SimplyRich first reported a position in Carnival PLC in Q4 2017 and held it in 9 quarters.
SimplyRich's Carnival PLC position peaked at $887K in Q4 2017.
89 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2020.

Based on SimplyRich's 13F filing for Q1 2020, filed 6 May 2020.