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Alera Investment Advisors’s Middleby MIDD Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-75
Closed -$10K – 631
2019
Q1 		$10K Hold
75
– – ﹤0.01% 472
2018
Q4 		$8K Buy
+75
New +$8.54K ﹤0.01% 495

Other funds holding MIDD

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Alera Investment Advisors's MIDD Position: Q2 2019 in Review

Alera Investment Advisors sold out of Middleby (MIDD) in Q2 2019, closing a stake of 75 shares — an estimated $10K sold.

Alera Investment Advisors first reported a position in MIDD in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 383 funds tracked by Wall St. Rank hold MIDD as of Q2 2019.

  • Alera Investment Advisors reported no remaining Middleby position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 75 Middleby shares in Q2 2019, an estimated $10K.
  • Alera Investment Advisors first reported a position in Middleby in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Middleby position peaked at $10K in Q1 2019.
  • 383 funds tracked by Wall St. Rank held Middleby as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.