Capital Insight Partners’s Americold COLD Stock Holding History

Capital Insight Partners’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
2025 Q2	–	Sell	-17,706	Closed	-$380K	–	165
2025 Q1	$380K	Buy	17,706 +684	+4%	+$14.9K	0.07%	139
2024 Q4	$364K	Buy	17,022 +1,140	+7%	+$27.6K	0.06%	141
2024 Q3	$449K	Buy	15,882 +608	+4%	+$17.4K	0.08%	131
2024 Q2	$390K	Buy	15,274 +380	+3%	+$9.32K	0.07%	136
2024 Q1	$371K	Buy	14,894 +4,408	+42%	+$120K	0.07%	140
2023 Q4	$317K	Buy	10,486 +1,064	+11%	+$29.8K	0.06%	140
2023 Q3	$287K	Buy	9,422 +912	+11%	+$29.5K	0.07%	137
2023 Q2	$275K	Buy	+8,510	New	+$253K	0.06%	143

Other funds holding COLD

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fidelity Investments

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Fuller & Thaler Asset Management

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

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return