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Legacy Wealth Asset Management’s Americold COLD Stock Holding History

Legacy Wealth 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
2026
Q2 		$565K Buy
35,918
+2,285
+7% +$31.4K 0.12% 244
2026
Q1 		$385K Buy
33,633
+14,390
+75% +$180K 0.09% 294
2025
Q4 		$247K Sell
19,243
-4,838
-20% -$59.3K 0.06% 338
2025
Q3 		$295K Buy
24,081
+194
+0.8% +$2.89K 0.07% 317
2025
Q2 		$397K Sell
23,887
-359
-1% -$6.51K 0.1% 281
2025
Q1 		$520K Sell
24,246
-64
-0.3% -$1.39K 0.14% 232
2024
Q4 		$520K Buy
24,310
+6,236
+35% +$151K 0.14% 232
2024
Q3 		$511K Buy
18,074
+70
+0.4% +$2K 0.14% 245
2024
Q2 		$460K Buy
18,004
+522
+3% +$12.8K 0.13% 249
2024
Q1 		$436K Buy
17,482
+68
+0.4% +$1.86K 0.12% 251
2023
Q4 		$527K Buy
17,414
+240
+1% +$6.71K 0.17% 211
2023
Q3 		$522K Buy
17,174
+24
+0.1% +$776 0.19% 186
2023
Q2 		$554K Buy
17,150
+631
+4% +$18.8K 0.19% 184
2023
Q1 		$470K Sell
16,519
-117
-0.7% -$3.49K 0.17% 205
2022
Q4 		$471K Buy
16,636
+2,566
+18% +$69.1K 0.18% 192
2022
Q3 		$346K Sell
14,070
-762
-5% -$23K 0.15% 242
2022
Q2 		$446K Sell
14,832
-316
-2% -$8.78K 0.18% 185
2022
Q1 		$422K Buy
15,148
+833
+6% +$23.4K 0.15% 210
2021
Q4 		$469K Sell
14,315
-389
-3% -$12K 0.16% 205
2021
Q3 		$427K Sell
14,704
-170
-1% -$6.23K 0.2% 195
2021
Q2 		$563K Buy
+14,874
New +$576K 0.25% 148

Other funds holding COLD

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return