CWM
MIDD icon

Cabot Wealth Management’s Middleby MIDD Stock Holding History

Cabot Wealth 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
2017
Q3 		– Sell
-15,191
Closed -$1.85M – 135
2017
Q2 		$1.85M Sell
15,191
-332
-2% -$43.8K 0.43% 66
2017
Q1 		$2.12M Sell
15,523
-512
-3% -$69.6K 0.52% 64
2016
Q4 		$2.06M Sell
16,035
-2,436
-13% -$307K 0.56% 59
2016
Q3 		$2.28M Sell
18,471
-279
-1% -$34.3K 0.59% 64
2016
Q2 		$2.16M Sell
18,750
-368
-2% -$42.2K 0.57% 64
2016
Q1 		$2.04M Sell
19,118
-111
-0.6% -$10.4K 0.57% 62
2015
Q4 		$2.07M Buy
19,229
+29
+0.2% +$3.23K 0.53% 68
2015
Q3 		$2.02M Sell
19,200
-288
-1% -$33.2K 0.56% 70
2015
Q2 		$2.19M Hold
19,488
– – 0.53% 73
2015
Q1 		$2M Sell
19,488
-17,759
-48% -$1.8M 0.49% 76
2014
Q4 		$3.69M Sell
37,247
-1,343
-3% -$123K 0.91% 51
2014
Q3 		$3.4M Buy
38,590
+466
+1% +$38.6K 0.87% 51
2014
Q2 		$3.15M Sell
38,124
-369
-1% -$30.4K 0.79% 60
2014
Q1 		$3.39M Sell
38,493
-12,534
-25% -$1.09M 0.89% 46
2013
Q4 		$4.08M Buy
51,027
+9
+0% +$666 1.07% 32
2013
Q3 		$3.55M Sell
51,018
-390
-0.8% -$25K 1.06% 30
2013
Q2 		$2.92M Buy
+51,408
New +$2.7M 1% 30

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return