Personal CFO Solutions’s Americold COLD Stock Holding History

Personal CFO Solutions’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
2022 Q1	–	Sell	-6,674	Closed	-$219K	–	478
2021 Q4	$219K	Sell	6,674 -467	-7%	-$14.4K	0.04%	415
2021 Q3	$207K	Buy	7,141 +553	+8%	+$20.3K	0.04%	411
2021 Q2	$249K	Sell	6,588 -37	-0.6%	-$1.43K	0.05%	350
2021 Q1	$255K	Buy	6,625 +186	+3%	+$6.68K	0.06%	310
2020 Q4	$240K	Buy	6,439 +179	+3%	+$6.44K	0.06%	305
2020 Q3	$0	Sell	6,260 -400	-6%	-$15.1K	﹤0.01%	177
2020 Q2	$242K	Buy	6,660 +370	+6%	+$12.6K	0.07%	247
2020 Q1	$214K	Sell	6,290 -45	-0.7%	-$1.51K	0.08%	228
2019 Q4	$222K	Buy	+6,335	New	+$233K	0.06%	295

Other funds holding COLD

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return