ZIM
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Zacks Investment Management’s Norwegian Cruise Line NCLH Stock Holding History

Zacks Investment Management’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
2025
Q2 		– Sell
-190,481
Closed -$3.61M – 748
2025
Q1 		$3.61M Sell
190,481
-2,589
-1% -$62.3K 0.03% 255
2024
Q4 		$4.97M Buy
193,070
+6,794
+4% +$172K 0.05% 218
2024
Q3 		$3.82M Buy
+186,276
New +$3.38M 0.03% 250
2016
Q2 		– Sell
-17,533
Closed -$969K – 685
2016
Q1 		$969K Sell
17,533
-623
-3% -$30K 0.03% 328
2015
Q4 		$1.06M Buy
18,156
+3,065
+20% +$180K 0.03% 284
2015
Q3 		$865K Buy
+15,091
New +$889K 0.03% 329
2015
Q2 		– Sell
-5,948
Closed -$321K – 691
2015
Q1 		$321K Sell
5,948
-1,723
-22% -$82.3K 0.01% 491
2014
Q4 		$359K Buy
+7,671
New +$308K 0.01% 467

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return