EWM
MIDD icon

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return