CAM
MIDD icon

Congress Asset Management’s Middleby MIDD Stock Holding History

Congress Asset 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
Q4 		– Sell
-5,831
Closed -$747K – 380
2017
Q3 		$747K Sell
5,831
-533,640
-99% -$65.8M 0.01% 338
2017
Q2 		$65.6M Buy
539,471
+64,323
+14% +$8.5M 1.17% 38
2017
Q1 		$64.8M Buy
475,148
+58,561
+14% +$7.96M 1.24% 24
2016
Q4 		$53.7M Buy
416,587
+38,605
+10% +$4.86M 1.12% 33
2016
Q3 		$46.7M Buy
377,982
+24,753
+7% +$3.04M 1.03% 46
2016
Q2 		$40.7M Buy
353,229
+26,336
+8% +$3.02M 0.94% 54
2016
Q1 		$34.9M Buy
326,893
+29,794
+10% +$2.8M 0.85% 58
2015
Q4 		$32M Sell
297,099
-153
-0.1% -$17K 0.8% 54
2015
Q3 		$31.3M Buy
297,252
+72,369
+32% +$8.34M 0.8% 54
2015
Q2 		$25.2M Sell
224,883
-49,947
-18% -$5.34M 0.73% 50
2015
Q1 		$28.2M Buy
274,830
+61,897
+29% +$6.29M 0.68% 61
2014
Q4 		$21.1M Sell
212,933
-43,093
-17% -$3.94M 0.54% 59
2014
Q3 		$22.6M Buy
+256,026
New +$21.2M 0.58% 60

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Congress Asset Management's MIDD Position: Q4 2017 in Review

Congress Asset Management sold out of Middleby (MIDD) in Q4 2017, closing a stake of 5,831 shares — an estimated $747K sold.

Congress Asset Management first reported a position in MIDD in Q3 2014 and held it in 13 quarters. The position peaked at $65.6M in Q2 2017. 366 funds tracked by Wall St. Rank hold MIDD as of Q4 2017.

  • Congress Asset Management reported no remaining Middleby position as of Q4 2017 after selling out during the quarter.
  • Congress Asset Management sold 5,831 Middleby shares in Q4 2017, an estimated $747K.
  • Congress Asset Management first reported a position in Middleby in Q3 2014 and held it in 13 quarters.
  • Congress Asset Management's Middleby position peaked at $65.6M in Q2 2017.
  • 366 funds tracked by Wall St. Rank held Middleby as of Q4 2017.

Based on Congress Asset Management's 13F filing for Q4 2017, filed 30 Jan 2018.