Evercore Wealth Management’s Middleby MIDD Stock Holding History

Evercore Wealth 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
2017 Q4	–	Sell	-700	Closed	-$90K	–	921
2017 Q3	$90K	Sell	700 -35	-5%	-$4.32K	﹤0.01%	482
2017 Q2	$89K	Hold	735	–	–	﹤0.01%	492
2017 Q1	$101K	Sell	735 -150	-17%	-$20.4K	﹤0.01%	483
2016 Q4	$114K	Buy	885 +150	+20%	+$18.9K	﹤0.01%	468
2016 Q3	$91K	Hold	735	–	–	﹤0.01%	496
2016 Q2	$85K	Hold	735	–	–	﹤0.01%	488
2016 Q1	$79K	Buy	735 +35	+5%	+$3.29K	﹤0.01%	497
2015 Q4	$76K	Hold	700	–	–	﹤0.01%	525
2015 Q3	$74K	Hold	700	–	–	﹤0.01%	534
2015 Q2	$79K	Sell	700 -36	-5%	-$3.85K	﹤0.01%	558
2015 Q1	$76K	Buy	736 +36	+5%	+$3.66K	﹤0.01%	572
2014 Q4	$69K	Hold	700	–	–	﹤0.01%	516
2014 Q3	$62K	Sell	700 -200	-22%	-$16.6K	﹤0.01%	579
2014 Q2	$74K	Hold	900	–	–	﹤0.01%	556
2014 Q1	$79K	Sell	900 -483	-35%	-$42.1K	﹤0.01%	522
2013 Q4	$111K	Hold	1,383	–	–	0.01%	441
2013 Q3	$96K	Hold	1,383	–	–	0.01%	493
2013 Q2	$78K	Buy	+1,383	New	+$72.7K	﹤0.01%	515

Other funds holding MIDD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CGI

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Evercore Wealth Management's MIDD Position: Q4 2017 in Review

Evercore Wealth Management sold out of Middleby (MIDD) in Q4 2017, closing a stake of 700 shares — an estimated $90K sold.

Evercore Wealth Management first reported a position in MIDD in Q2 2013 and held it in 18 quarters. The position peaked at $114K in Q4 2016. 366 funds tracked by Wall St. Rank hold MIDD as of Q4 2017.

Evercore Wealth Management reported no remaining Middleby position as of Q4 2017 after selling out during the quarter.
Evercore Wealth Management sold 700 Middleby shares in Q4 2017, an estimated $90K.
Evercore Wealth Management first reported a position in Middleby in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's Middleby position peaked at $114K in Q4 2016.
366 funds tracked by Wall St. Rank held Middleby as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.