Dynamic Capital Management’s Middleby MIDD Stock Holding History

Dynamic Capital 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
2018 Q4	–	Sell	-7,565	Closed	-$979K	–	79
2018 Q3	$979K	Buy	+7,565	New	+$863K	1.32%	19
2017 Q2	–	Sell	-8,231	Closed	-$1.12M	–	290
2017 Q1	$1.12M	Sell	8,231 -5,348	-39%	-$727K	0.18%	150
2016 Q4	$1.75M	Sell	13,579 -9,453	-41%	-$1.19M	0.19%	183
2016 Q3	$2.85M	Buy	23,032 +14,711	+177%	+$1.81M	0.37%	81
2016 Q2	$959K	Buy	+8,321	New	+$955K	0.11%	270
2016 Q1	–	Sell	-2,013	Closed	-$217K	–	393
2015 Q4	$217K	Sell	2,013 -9,592	-83%	-$1.07M	0.1%	314
2015 Q3	$1.22M	Sell	11,605 -826	-7%	-$95.2K	0.33%	115
2015 Q2	$1.4M	Buy	+12,431	New	+$1.33M	0.35%	65

Other funds holding MIDD

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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 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

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

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return