Sugarloaf Wealth Management’s Americold COLD Stock Holding History

Sugarloaf 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 Q1	–	Sell	-111	Closed	-$3.15K	–	723
2022 Q4	$3.15K	Hold	111	–	–	﹤0.01%	630
2022 Q3	$3K	Buy	111 +1	+0.9%	+$30	﹤0.01%	665
2022 Q2	$3K	Buy	110 +1	+0.9%	+$28	﹤0.01%	654
2022 Q1	$3K	Sell	109 -99	-48%	-$2.78K	﹤0.01%	610
2021 Q4	$7K	Buy	208 +2	+1%	+$62	﹤0.01%	550
2021 Q3	$6K	Buy	206 +1	+0.5%	+$37	﹤0.01%	583
2021 Q2	$8K	Buy	205 +2	+1%	+$77	﹤0.01%	521
2021 Q1	$8K	Buy	203 +1	+0.5%	+$36	﹤0.01%	518
2020 Q4	$8K	Buy	202 +1	+0.5%	+$36	﹤0.01%	496
2020 Q3	$7K	Buy	201 +1	+0.5%	+$38	﹤0.01%	482
2020 Q2	$7K	Hold	200	–	–	﹤0.01%	479
2020 Q1	$7K	Buy	+200	New	+$6.7K	﹤0.01%	476

Other funds holding COLD

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sugarloaf Wealth Management's COLD Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Americold (COLD) in Q1 2023, closing a stake of 111 shares — an estimated $3.15K sold.

Sugarloaf Wealth Management first reported a position in COLD in Q1 2020 and held it in 12 quarters. The position peaked at $8K in Q2 2021. 325 funds tracked by Wall St. Rank hold COLD as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Americold position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 111 Americold shares in Q1 2023, an estimated $3.15K.
Sugarloaf Wealth Management first reported a position in Americold in Q1 2020 and held it in 12 quarters.
Sugarloaf Wealth Management's Americold position peaked at $8K in Q2 2021.
325 funds tracked by Wall St. Rank held Americold as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.