BerganKDV Wealth Management’s Americold COLD Stock Holding History

BerganKDV Wealth Management’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
2022 Q4	–	Sell	-18	Closed	–	–	1055
2022 Q3	$0	Buy	+18	New	+$544	﹤0.01%	979

Other funds holding COLD

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

BerganKDV Wealth Management's COLD Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Americold (COLD) in Q4 2022, closing a stake of 18 shares.

BerganKDV Wealth Management first reported a position in COLD in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 318 funds tracked by Wall St. Rank hold COLD as of Q4 2022.

BerganKDV Wealth Management reported no remaining Americold position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 18 Americold shares in Q4 2022.
BerganKDV Wealth Management first reported a position in Americold in Q3 2022 and held it in 1 quarter.
BerganKDV Wealth Management's Americold position peaked at $0 in Q3 2022.
318 funds tracked by Wall St. Rank held Americold as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.