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Calvert Investment Management’s Middleby MIDD Stock Holding History

Calvert Investment 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
Q1 		– Sell
-4,294
Closed -$553K – 371
2016
Q4 		$553K Sell
4,294
-307
-7% -$38.6K 0.02% 521
2016
Q3 		$569K Buy
4,601
+175
+4% +$21.5K 0.02% 508
2016
Q2 		$510K Sell
4,426
-39
-0.9% -$4.48K 0.02% 499
2016
Q1 		$477K Buy
4,465
+232
+5% +$21.8K 0.02% 500
2015
Q4 		$457K Buy
4,233
+1,182
+39% +$132K 0.02% 473
2015
Q3 		$321K Buy
3,051
+129
+4% +$14.9K 0.02% 451
2015
Q2 		$328K Buy
2,922
+473
+19% +$50.6K 0.01% 476
2015
Q1 		$251K Buy
2,449
+321
+15% +$32.6K 0.02% 543
2014
Q4 		$211K Buy
+2,128
New +$195K 0.01% 552

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Calvert Investment Management's MIDD Position: Q1 2017 in Review

Calvert Investment Management sold out of Middleby (MIDD) in Q1 2017, closing a stake of 4,294 shares — an estimated $553K sold.

Calvert Investment Management first reported a position in MIDD in Q4 2014 and held it in 9 quarters. The position peaked at $569K in Q3 2016. 404 funds tracked by Wall St. Rank hold MIDD as of Q1 2017.

  • Calvert Investment Management reported no remaining Middleby position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 4,294 Middleby shares in Q1 2017, an estimated $553K.
  • Calvert Investment Management first reported a position in Middleby in Q4 2014 and held it in 9 quarters.
  • Calvert Investment Management's Middleby position peaked at $569K in Q3 2016.
  • 404 funds tracked by Wall St. Rank held Middleby as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.