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Lenox Wealth Management’s Americold COLD Stock Holding History

Lenox Wealth 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
-95
Closed -$3K – 750
2020
Q1 		$3K Sell
95
-75
-44% -$2.51K ﹤0.01% 544
2019
Q4 		$6K Hold
170
– – ﹤0.01% 503
2019
Q3 		$6K Hold
170
– – ﹤0.01% 507
2019
Q2 		$5K Hold
170
– – ﹤0.01% 512
2019
Q1 		$5K Buy
170
+152
+844% +$4.37K ﹤0.01% 514
2018
Q4 		$2K Buy
+18
New +$462 ﹤0.01% 546

Other funds holding COLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Lenox Wealth Management's COLD Position: Q2 2020 in Review

Lenox Wealth Management sold out of Americold (COLD) in Q2 2020, closing a stake of 95 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in COLD in Q4 2018 and held it in 6 quarters. The position peaked at $6K in Q4 2019. 340 funds tracked by Wall St. Rank hold COLD as of Q2 2020.

  • Lenox Wealth Management reported no remaining Americold position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 95 Americold shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Management first reported a position in Americold in Q4 2018 and held it in 6 quarters.
  • Lenox Wealth Management's Americold position peaked at $6K in Q4 2019.
  • 340 funds tracked by Wall St. Rank held Americold as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.