Cadence Capital Management’s Middleby MIDD Stock Holding History

Cadence Capital 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
2018 Q4	–	Sell	-1,776	Closed	-$230K	–	561
2018 Q3	$230K	Buy	+1,776	New	+$203K	0.01%	634
2016 Q4	–	Sell	-2,040	Closed	-$252K	–	686
2016 Q3	$252K	Buy	+2,040	New	+$250K	0.02%	578
2015 Q4	–	Sell	-7,458	Closed	-$785K	–	636
2015 Q3	$785K	Sell	7,458 -14,412	-66%	-$1.66M	0.06%	368
2015 Q2	$2.45M	Sell	21,870 -2,810	-11%	-$301K	0.14%	192
2015 Q1	$2.53M	Sell	24,680 -6,190	-20%	-$629K	0.15%	185
2014 Q4	$3.06M	Buy	30,870 +5,240	+20%	+$479K	0.18%	160
2014 Q3	$2.26M	Buy	+25,630	New	+$2.12M	0.12%	211

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return