VFA
CUK

Valeo Financial Advisors’s Carnival PLC CUK Stock Holding History

Valeo Financial Advisors’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
Q3 		– Sell
-174
Closed -$2K – 1710
2020
Q2 		$2K Sell
174
-19
-10% -$246 ﹤0.01% 1739
2020
Q1 		$2K Buy
193
+75
+64% +$2.51K ﹤0.01% 1501
2019
Q4 		$6K Buy
118
+32
+37% +$1.35K ﹤0.01% 1227
2019
Q3 		$4K Hold
86
– – ﹤0.01% 1235
2019
Q2 		$4K Sell
86
-41
-32% -$2.1K ﹤0.01% 1251
2019
Q1 		$6K Buy
127
+2
+2% +$109 ﹤0.01% 1092
2018
Q4 		$6K Buy
125
+10
+9% +$566 ﹤0.01% 1006
2018
Q3 		$6K Buy
115
+17
+17% +$1.02K ﹤0.01% 1118
2018
Q2 		$6K Hold
98
– – ﹤0.01% 1075
2018
Q1 		$6K Buy
98
+28
+40% +$1.9K ﹤0.01% 1067
2017
Q4 		$5K Sell
70
-15
-18% -$994 ﹤0.01% 995
2017
Q3 		$5K Buy
+85
New +$5.72K ﹤0.01% 863

Other funds holding CUK

AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DLPIC
Davide Leone & Partners Investment Company London, United Kingdom $49M AUM 43.06% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Valeo Financial Advisors's CUK Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Carnival PLC (CUK) in Q3 2020, closing a stake of 174 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in CUK in Q3 2017 and held it in 12 quarters. The position peaked at $6K in Q4 2019. 91 funds tracked by Wall St. Rank hold CUK as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Carnival PLC position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 174 Carnival PLC shares in Q3 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Carnival PLC in Q3 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's Carnival PLC position peaked at $6K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held Carnival PLC as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.