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Edge Advisors’s Middleby MIDD Stock Holding History

Edge Advisors’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
Q1 		– Sell
-380
Closed -$51K – 914
2017
Q4 		$51K Hold
380
– – 0.01% 520
2017
Q3 		$48K Sell
380
-280
-42% -$34.5K 0.01% 508
2017
Q2 		$80K Hold
660
– – 0.01% 430
2017
Q1 		$90K Hold
660
– – 0.01% 423
2016
Q4 		$85K Buy
+660
New +$83.1K 0.01% 407

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Edge Advisors's MIDD Position: Q1 2018 in Review

Edge Advisors sold out of Middleby (MIDD) in Q1 2018, closing a stake of 380 shares — an estimated $51K sold.

Edge Advisors first reported a position in MIDD in Q4 2016 and held it in 5 quarters. The position peaked at $90K in Q1 2017. 358 funds tracked by Wall St. Rank hold MIDD as of Q1 2018.

  • Edge Advisors reported no remaining Middleby position as of Q1 2018 after selling out during the quarter.
  • Edge Advisors sold 380 Middleby shares in Q1 2018, an estimated $51K.
  • Edge Advisors first reported a position in Middleby in Q4 2016 and held it in 5 quarters.
  • Edge Advisors's Middleby position peaked at $90K in Q1 2017.
  • 358 funds tracked by Wall St. Rank held Middleby as of Q1 2018.

Based on Edge Advisors's 13F filing for Q1 2018, filed 15 May 2018.