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Advisors Asset Management’s Middleby MIDD Stock Holding History

Advisors Asset 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
2019
Q4 		– Sell
-589
Closed -$68.9K – 1585
2019
Q3 		$68.9K Sell
589
-46
-7% -$5.64K ﹤0.01% 1360
2019
Q2 		$86.2K Sell
635
-560
-47% -$75.3K ﹤0.01% 1332
2019
Q1 		$155K Sell
1,195
-587
-33% -$70.5K ﹤0.01% 1246
2018
Q4 		$183K Sell
1,782
-846
-32% -$96.3K ﹤0.01% 1213
2018
Q3 		$340K Sell
2,628
-2,140
-45% -$244K 0.01% 1137
2018
Q2 		$498K Sell
4,768
-1,510
-24% -$171K 0.01% 1049
2018
Q1 		$755K Buy
6,278
+32
+0.5% +$4.19K 0.01% 946
2017
Q4 		$843K Sell
6,246
-256
-4% -$31.3K 0.01% 915
2017
Q3 		$833K Buy
6,502
+666
+11% +$82.1K 0.01% 921
2017
Q2 		$709K Buy
5,836
+278
+5% +$36.7K 0.01% 986
2017
Q1 		$758K Buy
5,558
+144
+3% +$19.6K 0.01% 954
2016
Q4 		$697K Sell
5,414
-450
-8% -$56.6K 0.01% 996
2016
Q3 		$725K Sell
5,864
-472
-7% -$58K 0.01% 969
2016
Q2 		$730K Buy
6,336
+4,899
+341% +$562K 0.01% 972
2016
Q1 		$153K Sell
1,437
-4,947
-77% -$465K ﹤0.01% 1364
2015
Q4 		$689K Buy
6,384
+1,555
+32% +$173K 0.01% 1029
2015
Q3 		$508K Buy
+4,829
New +$556K 0.01% 1076

Other funds holding MIDD

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Advisors Asset Management's MIDD Position: Q4 2019 in Review

Advisors Asset Management sold out of Middleby (MIDD) in Q4 2019, closing a stake of 589 shares — an estimated $68.9K sold.

Advisors Asset Management first reported a position in MIDD in Q3 2015 and held it in 17 quarters. The position peaked at $843K in Q4 2017. 387 funds tracked by Wall St. Rank hold MIDD as of Q4 2019.

  • Advisors Asset Management reported no remaining Middleby position as of Q4 2019 after selling out during the quarter.
  • Advisors Asset Management sold 589 Middleby shares in Q4 2019, an estimated $68.9K.
  • Advisors Asset Management first reported a position in Middleby in Q3 2015 and held it in 17 quarters.
  • Advisors Asset Management's Middleby position peaked at $843K in Q4 2017.
  • 387 funds tracked by Wall St. Rank held Middleby as of Q4 2019.

Based on Advisors Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.