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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

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

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Capital Research Global Investors

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

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return