Capital Performance Advisors’s Americold COLD Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-4,529	Closed	-$128K	–	704
2024 Q3	$128K	Buy	+4,529	New	+$129K	0.04%	157

Other funds holding COLD

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

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

Norges Bank Oslo, Norway $1T AUM

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

AAMU

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Capital Performance Advisors's COLD Position: Q4 2024 in Review

Capital Performance Advisors sold out of Americold (COLD) in Q4 2024, closing a stake of 4,529 shares — an estimated $128K sold.

Capital Performance Advisors first reported a position in COLD in Q3 2024 and held it in 1 quarter. The position peaked at $128K in Q3 2024. 347 funds tracked by Wall St. Rank hold COLD as of Q4 2024.

Capital Performance Advisors reported no remaining Americold position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 4,529 Americold shares in Q4 2024, an estimated $128K.
Capital Performance Advisors first reported a position in Americold in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Americold position peaked at $128K in Q3 2024.
347 funds tracked by Wall St. Rank held Americold as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.