JP Morgan Private Wealth Advisors’s Americold COLD Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$1.64M	Sell	54,061 -5,998	-10%	-$194K	﹤0.01%	813
2023 Q2	$1.94M	Sell	60,059 -24,569	-29%	-$732K	0.01%	571
2023 Q1	$2.41M	Buy	84,628 +1,677	+2%	+$50K	0.01%	811
2022 Q4	$2.35M	Sell	82,951 -9,112	-10%	-$245K	0.01%	786
2022 Q3	$2.27M	Buy	92,063 +14,727	+19%	+$445K	0.01%	803
2022 Q2	$2.32M	Buy	77,336 +5,520	+8%	+$153K	0.01%	795
2022 Q1	$2M	Buy	71,816 +31,196	+77%	+$877K	﹤0.01%	893
2021 Q4	$1.33M	Sell	40,620 -12,664	-24%	-$392K	﹤0.01%	1097
2021 Q3	$1.55M	Buy	53,284 +10,707	+25%	+$392K	﹤0.01%	1006
2021 Q2	$1.61M	Sell	42,577 -1,067	-2%	-$41.3K	﹤0.01%	975
2021 Q1	$1.68M	Buy	43,644 +5,476	+14%	+$197K	0.01%	826
2020 Q4	$1.43M	Buy	38,168 +1,846	+5%	+$66.4K	﹤0.01%	868
2020 Q3	$1.3M	Buy	36,322 +6,990	+24%	+$264K	0.01%	782
2020 Q2	$1.06M	Buy	29,332 +5,307	+22%	+$181K	﹤0.01%	784
2020 Q1	$818K	Buy	24,025 +3,497	+17%	+$117K	﹤0.01%	776
2019 Q4	$720K	Buy	20,528 +2,555	+14%	+$94K	﹤0.01%	912
2019 Q3	$666K	Buy	17,973 +672	+4%	+$23.6K	﹤0.01%	908
2019 Q2	$561K	Buy	+17,301	New	+$548K	﹤0.01%	938

Other funds holding COLD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Private Wealth Advisors's COLD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Americold (COLD) stake by 10% in Q3 2023, selling an estimated $194K and leaving 54,061 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #813.

JP Morgan Private Wealth Advisors first reported a position in COLD in Q2 2019 and has held it in 18 quarters since. The position peaked at $2.41M in Q1 2023. 328 funds tracked by Wall St. Rank hold COLD as of Q3 2023.

JP Morgan Private Wealth Advisors held 54,061 shares of Americold worth $1.64M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 5,998 Americold shares in Q3 2023, an estimated $194K.
Americold made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #813 holding.
JP Morgan Private Wealth Advisors first reported a position in Americold in Q2 2019 and has held it in 18 quarters since.
JP Morgan Private Wealth Advisors's Americold position peaked at $2.41M in Q1 2023.
328 funds tracked by Wall St. Rank held Americold as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.