Institutional & Family Asset Management’s Americold COLD Stock Holding History

Institutional & Family Asset 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
2020 Q2	–	Sell	-68	Closed	-$2K	–	849
2020 Q1	$2K	Hold	68	–	–	﹤0.01%	634
2019 Q4	$2K	Hold	68	–	–	﹤0.01%	722
2019 Q3	$3K	Hold	68	–	–	﹤0.01%	617
2019 Q2	$2K	Buy	+68	New	+$2.15K	﹤0.01%	700

Other funds holding COLD

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Institutional & Family Asset Management's COLD Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of Americold (COLD) in Q2 2020, closing a stake of 68 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in COLD in Q2 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 340 funds tracked by Wall St. Rank hold COLD as of Q2 2020.

Institutional & Family Asset Management reported no remaining Americold position as of Q2 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 68 Americold shares in Q2 2020, an estimated $2K.
Institutional & Family Asset Management first reported a position in Americold in Q2 2019 and held it in 4 quarters.
Institutional & Family Asset Management's Americold position peaked at $3K in Q3 2019.
340 funds tracked by Wall St. Rank held Americold as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.