AIM
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Ada Investment Management’s Middleby MIDD Stock Holding History

Ada Investment Management’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$515K Buy
4,777
+2,503
+110% +$279K 0.35% 72
2015
Q3 		$254K Buy
+2,274
New +$262K 0.13% 319

Other funds holding MIDD

BAMCO Inc
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Ada Investment Management's MIDD Position: Q4 2015 in Review

Ada Investment Management increased its Middleby (MIDD) stake by 110% in Q4 2015, buying an estimated $279K and bringing the position to 4,777 shares worth $515K. The position accounts for 0.35% of the portfolio, ranked #72.

Ada Investment Management first reported a position in MIDD in Q3 2015 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold MIDD as of Q4 2015.

  • Ada Investment Management held 4,777 shares of Middleby worth $515K as of Q4 2015.
  • Ada Investment Management bought 2,503 Middleby shares in Q4 2015, an estimated $279K.
  • Middleby made up 0.35% of Ada Investment Management's portfolio in Q4 2015, its #72 holding.
  • Ada Investment Management first reported a position in Middleby in Q3 2015 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held Middleby as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.