Financial Architects (New Jersey)’s Middleby MIDD Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-200	Closed	-$16K	–	557
2020 Q2	$16K	Hold	200	–	–	﹤0.01%	576
2020 Q1	$11K	Buy	+200	New	+$19.6K	﹤0.01%	602
2019 Q2	–	Sell	-253	Closed	-$33K	–	1363
2019 Q1	$33K	Buy	253 +29	+13%	+$3.48K	0.01%	736
2018 Q4	$23K	Buy	224 +79	+54%	+$8.99K	﹤0.01%	770
2018 Q3	$19K	Sell	145 -3	-2%	-$342	﹤0.01%	941
2018 Q2	$15K	Buy	148 +95	+179%	+$10.8K	﹤0.01%	888
2018 Q1	$7K	Buy	53 +17	+47%	+$2.23K	﹤0.01%	1176
2017 Q4	$5K	Sell	36 -2	-5%	-$245	﹤0.01%	1292
2017 Q3	$5K	Hold	38	–	–	﹤0.01%	1271
2017 Q2	$5K	Buy	38 +2	+6%	+$264	﹤0.01%	1283
2017 Q1	$5K	Hold	36	–	–	﹤0.01%	1287
2016 Q4	$5K	Hold	36	–	–	﹤0.01%	1155
2016 Q3	$4K	Hold	36	–	–	﹤0.01%	1197
2016 Q2	$4K	Hold	36	–	–	﹤0.01%	1170
2016 Q1	$4K	Buy	+36	New	+$3.38K	﹤0.01%	936

Other funds holding MIDD

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

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

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

JP Morgan Chase

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return