CGT
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Capital Guardian Trust’s Middleby MIDD Stock Holding History

Capital Guardian Trust’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
-275
Closed -$36K – 388
2018
Q3 		$36K Buy
+275
New +$31.4K ﹤0.01% 367
2016
Q2 		– Sell
-63
Closed -$7K – 747
2016
Q1 		$7K Buy
+63
New +$5.92K ﹤0.01% 646

Other funds holding MIDD

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
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
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
BCM
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Capital Guardian Trust's MIDD Position: Q4 2018 in Review

Capital Guardian Trust sold out of Middleby (MIDD) in Q4 2018, closing a stake of 275 shares — an estimated $36K sold.

Capital Guardian Trust first reported a position in MIDD in Q1 2016 and held it in 2 quarters. The position peaked at $36K in Q3 2018. 346 funds tracked by Wall St. Rank hold MIDD as of Q4 2018.

  • Capital Guardian Trust reported no remaining Middleby position as of Q4 2018 after selling out during the quarter.
  • Capital Guardian Trust sold 275 Middleby shares in Q4 2018, an estimated $36K.
  • Capital Guardian Trust first reported a position in Middleby in Q1 2016 and held it in 2 quarters.
  • Capital Guardian Trust's Middleby position peaked at $36K in Q3 2018.
  • 346 funds tracked by Wall St. Rank held Middleby as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.