Bell Investment Advisors’s Americold COLD Stock Holding History

Bell Investment Advisors’s Portfolio COLD Stock Details COLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.09K	Buy	95 +40	+73%	+$501	﹤0.01%	1519
2025 Q4	$708	Sell	55 -68	-55%	-$833	﹤0.01%	1634
2025 Q3	$1.51K	Sell	123 -751	-86%	-$11.2K	﹤0.01%	1433
2025 Q2	$14.5K	Buy	874 +488	+126%	+$8.85K	﹤0.01%	539
2025 Q1	$8.28K	Buy	386 +178	+86%	+$3.87K	﹤0.01%	679
2024 Q4	$4.45K	Buy	208 +193	+1,287%	+$4.67K	﹤0.01%	976
2024 Q3	$425	Hold	15	–	–	﹤0.01%	1816
2024 Q2	$384	Sell	15 -122	-89%	-$2.99K	﹤0.01%	1878
2024 Q1	$3.42K	Buy	137 +122	+813%	+$3.33K	﹤0.01%	1112
2023 Q4	$455	Sell	15 -141	-90%	-$3.94K	﹤0.01%	1855
2023 Q3	$4.74K	Buy	156 +29	+23%	+$938	﹤0.01%	836
2023 Q2	$4.1K	Buy	127 +37	+41%	+$1.1K	﹤0.01%	922
2023 Q1	$2.56K	Buy	90 +53	+143%	+$1.58K	﹤0.01%	1121
2022 Q4	$1.05K	Buy	37 +17	+85%	+$457	﹤0.01%	1561
2022 Q3	$0	Sell	20 -34	-63%	-$1.03K	﹤0.01%	1757
2022 Q2	$2K	Buy	+54	New	+$1.5K	﹤0.01%	1120
2021 Q4	$2K	Sell	69 -43	-38%	-$1.33K	﹤0.01%	1112
2021 Q3	$3K	Buy	+112	New	+$4.1K	﹤0.01%	892

Other funds holding COLD

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return