UCFA
COLD icon

United Capital Financial Advisors’s Americold COLD Stock Holding History

United Capital Financial Advisors’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
2026
Q1 		$225K Buy
19,649
+8,121
+70% +$102K ﹤0.01% 1505
2025
Q4 		$148K Buy
+11,528
New +$141K ﹤0.01% 1339
2020
Q2 		– Sell
-19,800
Closed -$674K – 1199
2020
Q1 		$674K Sell
19,800
-1,814
-8% -$60.7K 0.01% 721
2019
Q4 		$758K Buy
21,614
+1,065
+5% +$39.2K ﹤0.01% 873
2019
Q3 		$762K Buy
20,549
+2,006
+11% +$70.6K 0.01% 827
2019
Q2 		$601K Buy
18,543
+1,807
+11% +$57.3K ﹤0.01% 980
2019
Q1 		$511K Buy
16,736
+5,920
+55% +$170K ﹤0.01% 973
2018
Q4 		$272K Buy
+10,816
New +$277K ﹤0.01% 1098

Other funds holding COLD

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return