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CSat Investment Advisory’s Middleby MIDD Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-194
Closed -$17K – 778
2020
Q3 		$17K Buy
194
+21
+12% +$1.9K ﹤0.01% 912
2020
Q2 		$14K Buy
173
+1
+0.6% +$65 ﹤0.01% 949
2020
Q1 		$10K Buy
172
+27
+19% +$2.65K ﹤0.01% 914
2019
Q4 		$16K Buy
145
+18
+14% +$2.06K ﹤0.01% 853
2019
Q3 		$15K Buy
127
+18
+17% +$2.21K ﹤0.01% 794
2019
Q2 		$15K Buy
+109
New +$14.7K 0.01% 757

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

CSat Investment Advisory's MIDD Position: Q4 2020 in Review

CSat Investment Advisory sold out of Middleby (MIDD) in Q4 2020, closing a stake of 194 shares — an estimated $17K sold.

CSat Investment Advisory first reported a position in MIDD in Q2 2019 and held it in 6 quarters. The position peaked at $17K in Q3 2020. 333 funds tracked by Wall St. Rank hold MIDD as of Q4 2020.

  • CSat Investment Advisory reported no remaining Middleby position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 194 Middleby shares in Q4 2020, an estimated $17K.
  • CSat Investment Advisory first reported a position in Middleby in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Middleby position peaked at $17K in Q3 2020.
  • 333 funds tracked by Wall St. Rank held Middleby as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.