MWM
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Moran Wealth Management’s Americold COLD Stock Holding History

Moran 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
2023
Q3 		– Sell
-66,319
Closed -$2.14M – 377
2023
Q2 		$2.14M Sell
66,319
-17,203
-21% -$512K 0.08% 218
2023
Q1 		$2.38M Buy
83,522
+13,830
+20% +$412K 0.09% 210
2022
Q4 		$1.97M Buy
+69,692
New +$1.88M 0.07% 214

Other funds holding COLD

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moran Wealth Management's COLD Position: Q3 2023 in Review

Moran Wealth Management sold out of Americold (COLD) in Q3 2023, closing a stake of 66,319 shares — an estimated $2.14M sold.

Moran Wealth Management first reported a position in COLD in Q4 2022 and held it in 3 quarters. The position peaked at $2.38M in Q1 2023. 328 funds tracked by Wall St. Rank hold COLD as of Q3 2023.

  • Moran Wealth Management reported no remaining Americold position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 66,319 Americold shares in Q3 2023, an estimated $2.14M.
  • Moran Wealth Management first reported a position in Americold in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Americold position peaked at $2.38M in Q1 2023.
  • 328 funds tracked by Wall St. Rank held Americold as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.