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Waddell & Reed Financial’s Americold COLD Stock Holding History

Waddell & Reed Financial’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
2019
Q4 		– Sell
-281,161
Closed -$10.4M – 451
2019
Q3 		$10.4M Sell
281,161
-119,919
-30% -$4.22M 0.03% 387
2019
Q2 		$13M Buy
401,080
+77,116
+24% +$2.44M 0.03% 390
2019
Q1 		$9.88M Buy
+323,964
New +$9.32M 0.02% 428

Other funds holding COLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Waddell & Reed Financial's COLD Position: Q4 2019 in Review

Waddell & Reed Financial sold out of Americold (COLD) in Q4 2019, closing a stake of 281,161 shares — an estimated $10.4M sold.

Waddell & Reed Financial first reported a position in COLD in Q1 2019 and held it in 3 quarters. The position peaked at $13M in Q2 2019. 310 funds tracked by Wall St. Rank hold COLD as of Q4 2019.

  • Waddell & Reed Financial reported no remaining Americold position as of Q4 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 281,161 Americold shares in Q4 2019, an estimated $10.4M.
  • Waddell & Reed Financial first reported a position in Americold in Q1 2019 and held it in 3 quarters.
  • Waddell & Reed Financial's Americold position peaked at $13M in Q2 2019.
  • 310 funds tracked by Wall St. Rank held Americold as of Q4 2019.

Based on Waddell & Reed Financial's 13F filing for Q4 2019, filed 14 Feb 2020.