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Cerity Partners OCIO’s Middleby MIDD Stock Holding History

Cerity Partners OCIO’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
Q3 		– Sell
-1,744
Closed -$237K – 327
2019
Q2 		$237K Sell
1,744
-51
-3% -$6.86K 0.01% 292
2019
Q1 		$233K Buy
+1,795
New +$215K 0.01% 274

Other funds holding MIDD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cerity Partners OCIO's MIDD Position: Q3 2019 in Review

Cerity Partners OCIO sold out of Middleby (MIDD) in Q3 2019, closing a stake of 1,744 shares — an estimated $237K sold.

Cerity Partners OCIO first reported a position in MIDD in Q1 2019 and held it in 2 quarters. The position peaked at $237K in Q2 2019. 349 funds tracked by Wall St. Rank hold MIDD as of Q3 2019.

  • Cerity Partners OCIO reported no remaining Middleby position as of Q3 2019 after selling out during the quarter.
  • Cerity Partners OCIO sold 1,744 Middleby shares in Q3 2019, an estimated $237K.
  • Cerity Partners OCIO first reported a position in Middleby in Q1 2019 and held it in 2 quarters.
  • Cerity Partners OCIO's Middleby position peaked at $237K in Q2 2019.
  • 349 funds tracked by Wall St. Rank held Middleby as of Q3 2019.

Based on Cerity Partners OCIO's 13F filing for Q3 2019, filed 13 Nov 2019.