Cerity Partners’s Americold COLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
18,195
+7,168
| +65% | +$119K | ﹤0.01% | 2149 |
|
|
2025
Q1 | $237K | Buy |
+11,027
| New | +$237K | ﹤0.01% | 2130 |
|
|
2024
Q4 | – | Sell |
-54,873
| Closed | -$1.55M | – | 2463 |
|
|
2024
Q3 | $1.55M | Buy |
54,873
+25,554
| +87% | +$722K | ﹤0.01% | 1206 |
|
|
2024
Q2 | $749K | Buy |
29,319
+12,445
| +74% | +$318K | ﹤0.01% | 1353 |
|
|
2024
Q1 | $420K | Buy |
+16,874
| New | +$420K | ﹤0.01% | 1681 |
|