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Flagship Harbor Advisors’s Middleby MIDD Stock Holding History

Flagship Harbor Advisors’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
Q4 		– Sell
-20
Closed -$1K – 1251
2020
Q3 		$1K Hold
20
– – ﹤0.01% 1834
2020
Q2 		$1K Hold
20
– – ﹤0.01% 1924
2020
Q1 		$1K Sell
20
-22
-52% -$2.16K ﹤0.01% 1770
2019
Q4 		$5K Hold
42
– – ﹤0.01% 1531
2019
Q3 		$4K Hold
42
– – ﹤0.01% 1549
2019
Q2 		$5K Hold
42
– – ﹤0.01% 1501
2019
Q1 		$5K Hold
42
– – ﹤0.01% 1500
2018
Q4 		$4K Hold
42
– – ﹤0.01% 1511
2018
Q3 		$5K Sell
42
-200
-83% -$22.8K ﹤0.01% 1694
2018
Q2 		$25K Buy
+242
New +$27.4K 0.01% 1024

Other funds holding MIDD

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Flagship Harbor Advisors's MIDD Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Middleby (MIDD) in Q4 2020, closing a stake of 20 shares — an estimated $1K sold.

Flagship Harbor Advisors first reported a position in MIDD in Q2 2018 and held it in 10 quarters. The position peaked at $25K in Q2 2018. 334 funds tracked by Wall St. Rank hold MIDD as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining Middleby position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 20 Middleby shares in Q4 2020, an estimated $1K.
  • Flagship Harbor Advisors first reported a position in Middleby in Q2 2018 and held it in 10 quarters.
  • Flagship Harbor Advisors's Middleby position peaked at $25K in Q2 2018.
  • 334 funds tracked by Wall St. Rank held Middleby as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.