Financial Gravity Asset Management’s Middleby MIDD Stock Holding History

Financial Gravity Asset 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
2019 Q4	$110K	Hold	4	–	–	0.08%	283
2019 Q3	$0	Hold	4	–	–	﹤0.01%	1421
2019 Q2	$1K	Hold	4	–	–	﹤0.01%	1085
2019 Q1	$1K	Buy	+4	New	+$480	﹤0.01%	1141
2018 Q3	$0	Hold	4	–	–	﹤0.01%	1528
2018 Q2	$0	Buy	+4	New	+$453	﹤0.01%	1536

Other funds holding MIDD

EIG

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Gravity Asset Management's MIDD Position: Q4 2019 in Review

Financial Gravity Asset Management held its Middleby (MIDD) position steady in Q4 2019 at 4 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #283.

Financial Gravity Asset Management first reported a position in MIDD in Q2 2018 and has held it in 6 quarters since. 387 funds tracked by Wall St. Rank hold MIDD as of Q4 2019.

Financial Gravity Asset Management held 4 shares of Middleby worth $110K as of Q4 2019.
Financial Gravity Asset Management left its Middleby share count unchanged in Q4 2019.
Middleby made up 0.08% of Financial Gravity Asset Management's portfolio in Q4 2019, its #283 holding.
Financial Gravity Asset Management first reported a position in Middleby in Q2 2018 and has held it in 6 quarters since.
387 funds tracked by Wall St. Rank held Middleby as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.