Andreas Halvorsen’s Middleby MIDD Stock Holding History

Andreas Halvorsen’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
2020 Q1	–	Sell	-1,856,730	Closed	-$203M	–	76
2019 Q4	$203M	Buy	1,856,730 +740,855	+66%	+$85M	0.95%	32
2019 Q3	$130M	Buy	+1,115,875	New	+$137M	0.68%	34
2019 Q2	–	Sell	-622,493	Closed	-$80.9M	–	69
2019 Q1	$80.9M	Buy	622,493 +2,352	+0.4%	+$282K	0.46%	43
2018 Q4	$63.7M	Sell	620,141 -1,787,807	-74%	-$204M	0.36%	44
2018 Q3	$311M	Sell	2,407,948 -623,714	-21%	-$71.2M	1.72%	18
2018 Q2	$317M	Buy	+3,031,662	New	+$343M	1.81%	17

Other funds holding MIDD

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Andreas Halvorsen's MIDD Position: Q1 2020 in Review

Andreas Halvorsen sold out of Middleby (MIDD) in Q1 2020, closing a stake of 1,856,730 shares — an estimated $203M sold.

Andreas Halvorsen first reported a position in MIDD in Q2 2018 and held it in 6 quarters. The position peaked at $317M in Q2 2018. 321 funds tracked by Wall St. Rank hold MIDD as of Q1 2020.

Andreas Halvorsen reported no remaining Middleby position as of Q1 2020 after selling out during the quarter.
Andreas Halvorsen sold 1,856,730 Middleby shares in Q1 2020, an estimated $203M.
Andreas Halvorsen first reported a position in Middleby in Q2 2018 and held it in 6 quarters.
Andreas Halvorsen's Middleby position peaked at $317M in Q2 2018.
321 funds tracked by Wall St. Rank held Middleby as of Q1 2020.

Based on Viking Global Investors's 13F filing for Q1 2020, filed 13 May 2020.