Simplicity Wealth’s Americold COLD Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-10,592	Closed	-$271K	–	630
2024 Q2	$271K	Buy	+10,592	New	+$260K	0.01%	984

Other funds holding COLD

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Simplicity Wealth's COLD Position: Q3 2024 in Review

Simplicity Wealth sold out of Americold (COLD) in Q3 2024, closing a stake of 10,592 shares — an estimated $271K sold.

Simplicity Wealth first reported a position in COLD in Q2 2024 and held it in 1 quarter. The position peaked at $271K in Q2 2024. 363 funds tracked by Wall St. Rank hold COLD as of Q3 2024.

Simplicity Wealth reported no remaining Americold position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 10,592 Americold shares in Q3 2024, an estimated $271K.
Simplicity Wealth first reported a position in Americold in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's Americold position peaked at $271K in Q2 2024.
363 funds tracked by Wall St. Rank held Americold as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.