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Elkfork Partners’s Middleby MIDD Stock Holding History

Elkfork Partners’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
2019
Q3 		$80K Sell
680
-11,084
-94% -$1.36M ﹤0.01% 972
2019
Q2 		$1.6M Buy
+11,764
New +$1.58M 0.04% 306

Other funds holding MIDD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Elkfork Partners's MIDD Position: Q3 2019 in Review

Elkfork Partners reduced its Middleby (MIDD) stake by 94% in Q3 2019, selling an estimated $1.36M and leaving 680 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Elkfork Partners first reported a position in MIDD in Q2 2019 and has held it in 2 quarters since. The position peaked at $1.6M in Q2 2019. 350 funds tracked by Wall St. Rank hold MIDD as of Q3 2019.

  • Elkfork Partners held 680 shares of Middleby worth $80K as of Q3 2019.
  • Elkfork Partners sold 11,084 Middleby shares in Q3 2019, an estimated $1.36M.
  • Middleby made up ﹤0.01% of Elkfork Partners's portfolio in Q3 2019, its #972 holding.
  • Elkfork Partners first reported a position in Middleby in Q2 2019 and has held it in 2 quarters since.
  • Elkfork Partners's Middleby position peaked at $1.6M in Q2 2019.
  • 350 funds tracked by Wall St. Rank held Middleby as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.