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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Financial Architects (New Jersey)'s MIDD Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Middleby (MIDD) in Q3 2020, closing a stake of 200 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in MIDD in Q1 2016 and held it in 15 quarters. The position peaked at $33K in Q1 2019. 293 funds tracked by Wall St. Rank hold MIDD as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Middleby position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 Middleby shares in Q3 2020, an estimated $16K.
Financial Architects (New Jersey) first reported a position in Middleby in Q1 2016 and held it in 15 quarters.
Financial Architects (New Jersey)'s Middleby position peaked at $33K in Q1 2019.
293 funds tracked by Wall St. Rank held Middleby as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.