Lido Advisors
COLD icon

Lido Advisors’s Americold COLD Stock Holding History

Lido 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
2020
Q4 		– Sell
-24,356
Closed -$876K – 815
2020
Q3 		$876K Sell
24,356
-488
-2% -$18.4K 0.04% 282
2020
Q2 		$907K Buy
24,844
+299
+1% +$10.2K 0.04% 254
2020
Q1 		$841K Sell
24,545
-16,431
-40% -$550K 0.05% 257
2019
Q4 		$1.45M Buy
40,976
+2,891
+8% +$106K 0.08% 203
2019
Q3 		$1.42M Buy
38,085
+2,761
+8% +$97.1K 0.11% 161
2019
Q2 		$1.15M Buy
35,324
+4,122
+13% +$131K 0.1% 163
2019
Q1 		$958K Sell
31,202
-879
-3% -$25.3K 0.09% 187
2018
Q4 		$825K Buy
32,081
+2,480
+8% +$63.6K 0.11% 144
2018
Q3 		$746K Buy
29,601
+14,812
+100% +$344K 0.1% 170
2018
Q2 		$325K Buy
+14,789
New +$309K 0.05% 287

Other funds holding COLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return