Ellis Investment Partners’s Middleby MIDD Stock Holding History

Ellis Investment 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
2020 Q1	–	Sell	-632	Closed	-$62K	–	749
2019 Q4	$68K	Hold	632	–	–	0.02%	297
2019 Q3	$72K	Hold	632	–	–	0.03%	282
2019 Q2	$87K	Buy	+632	New	+$85K	0.03%	251

Other funds holding MIDD

EIG

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Ellis Investment Partners's MIDD Position: Q1 2020 in Review

Ellis Investment Partners sold out of Middleby (MIDD) in Q1 2020, closing a stake of 632 shares — an estimated $62K sold.

Ellis Investment Partners first reported a position in MIDD in Q2 2019 and held it in 3 quarters. The position peaked at $87K in Q2 2019. 320 funds tracked by Wall St. Rank hold MIDD as of Q1 2020.

Ellis Investment Partners reported no remaining Middleby position as of Q1 2020 after selling out during the quarter.
Ellis Investment Partners sold 632 Middleby shares in Q1 2020, an estimated $62K.
Ellis Investment Partners first reported a position in Middleby in Q2 2019 and held it in 3 quarters.
Ellis Investment Partners's Middleby position peaked at $87K in Q2 2019.
320 funds tracked by Wall St. Rank held Middleby as of Q1 2020.

Based on Ellis Investment Partners's 13F filing for Q1 2020, filed 17 Apr 2020.