C-J Advisory’s Middleby MIDD Stock Holding History

C-J Advisory’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	-49	Closed	-$6K	–	108
2019 Q3	$6K	Hold	49	–	–	﹤0.01%	143
2019 Q2	$7K	Hold	49	–	–	﹤0.01%	139
2019 Q1	$6K	Hold	49	–	–	﹤0.01%	156
2018 Q4	$5K	Hold	49	–	–	﹤0.01%	127
2018 Q3	$6K	Hold	49	–	–	﹤0.01%	133
2018 Q2	$5K	Hold	49	–	–	﹤0.01%	147
2018 Q1	$6K	Hold	49	–	–	﹤0.01%	130
2017 Q4	$7K	Buy	+49	New	+$6K	0.01%	125

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

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

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

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

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

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

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

C-J Advisory's MIDD Position: Q4 2019 in Review

C-J Advisory sold out of Middleby (MIDD) in Q4 2019, closing a stake of 49 shares — an estimated $6K sold.

C-J Advisory first reported a position in MIDD in Q4 2017 and held it in 8 quarters. The position peaked at $7K in Q2 2019. 387 funds tracked by Wall St. Rank hold MIDD as of Q4 2019.

C-J Advisory reported no remaining Middleby position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 49 Middleby shares in Q4 2019, an estimated $6K.
C-J Advisory first reported a position in Middleby in Q4 2017 and held it in 8 quarters.
C-J Advisory's Middleby position peaked at $7K in Q2 2019.
387 funds tracked by Wall St. Rank held Middleby as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.