SFMG
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Sage Financial Management Group’s Americold COLD Stock Holding History

Sage Financial Management 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
Q2 		– Sell
-200
Closed -$8K – 41
2021
Q1 		$8K Buy
+200
New +$7.19K 0.01% 103

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 $63.2B AUM 17.15% 1-Year Est. Return
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
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sage Financial Management Group's COLD Position: Q2 2021 in Review

Sage Financial Management Group sold out of Americold (COLD) in Q2 2021, closing a stake of 200 shares — an estimated $8K sold.

Sage Financial Management Group first reported a position in COLD in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 343 funds tracked by Wall St. Rank hold COLD as of Q2 2021.

  • Sage Financial Management Group reported no remaining Americold position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 200 Americold shares in Q2 2021, an estimated $8K.
  • Sage Financial Management Group first reported a position in Americold in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Americold position peaked at $8K in Q1 2021.
  • 343 funds tracked by Wall St. Rank held Americold as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.