Sugarloaf Wealth Management’s Royal Caribbean RCL Stock Holding History

Sugarloaf Wealth Management’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 Q4	$113K	Buy	492 +1	+0.2%	+$221	0.02%	223
2024 Q3	$87.1K	Hold	491	–	–	0.02%	242
2024 Q2	$78.3K	Hold	491	–	–	0.02%	248
2024 Q1	$68.3K	Hold	491	–	–	0.01%	263
2023 Q4	$63.6K	Hold	491	–	–	0.02%	262
2023 Q3	$45.2K	Hold	491	–	–	0.01%	298
2023 Q2	$50.9K	Hold	491	–	–	0.01%	286
2023 Q1	$32.1K	Hold	491	–	–	0.01%	340
2022 Q4	$24.3K	Sell	491 -500	-50%	-$26.2K	0.01%	380
2022 Q3	$38K	Sell	991 -200	-17%	-$8.1K	0.01%	330
2022 Q2	$38K	Sell	1,191 -175	-13%	-$10.9K	0.01%	328
2022 Q1	$114K	Buy	1,366 +125	+10%	+$9.84K	0.03%	176
2021 Q4	$95K	Buy	1,241 +250	+25%	+$20.3K	0.02%	209
2021 Q3	$88K	Hold	991	–	–	0.02%	207
2021 Q2	$85K	Hold	991	–	–	0.02%	207
2021 Q1	$85	Hold	991	–	–	0.03%	209
2020 Q4	$74K	Sell	991 -100	-9%	-$6.97K	0.02%	207
2020 Q3	$71K	Buy	1,091 +200	+22%	+$11.8K	0.03%	192
2020 Q2	$45K	Buy	891 +200	+29%	+$9.05K	0.02%	253
2020 Q1	$22K	Buy	+691	New	+$63.1K	0.01%	316

Other funds holding RCL

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Sugarloaf Wealth Management's RCL Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Royal Caribbean (RCL) stake by 0.2% in Q4 2024, buying an estimated $221 and bringing the position to 492 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #223.

Sugarloaf Wealth Management first reported a position in RCL in Q1 2020 and has held it in 20 quarters since. The position peaked at $114K in Q1 2022. 1,038 funds tracked by Wall St. Rank hold RCL as of Q4 2024.

Sugarloaf Wealth Management held 492 shares of Royal Caribbean worth $113K as of Q4 2024.
Sugarloaf Wealth Management bought 1 Royal Caribbean share in Q4 2024, an estimated $221.
Royal Caribbean made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #223 holding.
Sugarloaf Wealth Management first reported a position in Royal Caribbean in Q1 2020 and has held it in 20 quarters since.
Sugarloaf Wealth Management's Royal Caribbean position peaked at $114K in Q1 2022.
1,038 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.