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Next Financial Group’s Americold COLD Stock Holding History

Next Financial Group’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
2021
Q4 		$85K Buy
2,600
+710
+38% +$22K 0.01% 1252
2021
Q3 		$55K Buy
1,890
+217
+13% +$7.95K ﹤0.01% 1371
2021
Q2 		$64K Sell
1,673
-47
-3% -$1.82K 0.01% 1289
2021
Q1 		$67K Sell
1,720
-171
-9% -$6.14K 0.01% 1166
2020
Q4 		$71K Buy
1,891
+30
+2% +$1.08K 0.01% 1083
2020
Q3 		$67K Buy
+1,861
New +$70.3K 0.01% 1001
2020
Q2 		– Sell
-1,588
Closed -$54K – 840
2020
Q1 		$54K Sell
1,588
-58
-4% -$1.94K 0.01% 966
2019
Q4 		$58K Buy
1,646
+155
+10% +$5.7K 0.01% 1132
2019
Q3 		$56K Buy
1,491
+14
+0.9% +$492 0.01% 1116
2019
Q2 		$48K Buy
1,477
+211
+17% +$6.69K 0.01% 1178
2019
Q1 		$39K Buy
+1,266
New +$36.4K 0.01% 795

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Next Financial Group's COLD Position: Q4 2021 in Review

Next Financial Group increased its Americold (COLD) stake by 38% in Q4 2021, buying an estimated $22K and bringing the position to 2,600 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #1252.

Next Financial Group first reported a position in COLD in Q1 2019 and has held it in 11 quarters since. 317 funds tracked by Wall St. Rank hold COLD as of Q4 2021.

  • Next Financial Group held 2,600 shares of Americold worth $85K as of Q4 2021.
  • Next Financial Group bought 710 Americold shares in Q4 2021, an estimated $22K.
  • Americold made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1252 holding.
  • Next Financial Group first reported a position in Americold in Q1 2019 and has held it in 11 quarters since.
  • 317 funds tracked by Wall St. Rank held Americold as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.