FIM
MIDD icon

Freedom Investment Management’s Middleby MIDD Stock Holding History

Freedom Investment 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
Q3 		– Sell
-1,489
Closed -$202K – 726
2019
Q2 		$202K Buy
+1,489
New +$200K 0.02% 633
2018
Q4 		– Sell
-2,710
Closed -$331K – 854
2018
Q3 		$331K Buy
2,710
+152
+6% +$17.3K 0.02% 677
2018
Q2 		$267K Sell
2,558
-6,279
-71% -$711K 0.02% 797
2018
Q1 		$1.09M Sell
8,837
-31
-0.3% -$4.06K 0.06% 349
2017
Q4 		$1.2M Buy
8,868
+478
+6% +$58.5K 0.06% 295
2017
Q3 		$1.07M Sell
8,390
-1,122
-12% -$138K 0.06% 313
2017
Q2 		$1.16M Sell
9,512
-203
-2% -$26.8K 0.07% 262
2017
Q1 		$1.33M Buy
9,715
+139
+1% +$18.9K 0.08% 210
2016
Q4 		$1.23M Buy
9,576
+959
+11% +$121K 0.08% 194
2016
Q3 		$1.06M Sell
8,617
-559
-6% -$68.6K 0.07% 223
2016
Q2 		$1.06M Buy
9,176
+67
+0.7% +$7.69K 0.07% 207
2016
Q1 		$973K Sell
9,109
-445
-5% -$41.8K 0.07% 220
2015
Q4 		$1.03M Sell
9,554
-14,213
-60% -$1.58M 0.08% 211
2015
Q3 		$1.05M Buy
23,767
+16,924
+247% +$1.95M 0.11% 150
2015
Q2 		$768K Sell
6,843
-290
-4% -$31K 0.08% 211
2015
Q1 		$732K Buy
7,133
+855
+14% +$86.8K 0.08% 199
2014
Q4 		$622K Buy
6,278
+30
+0.5% +$2.74K 0.08% 228
2014
Q3 		$551K Buy
6,248
+59
+1% +$4.89K 0.1% 213
2014
Q2 		$512K Sell
6,189
-87
-1% -$7.16K 0.09% 227
2014
Q1 		$553K Buy
6,276
+678
+12% +$59.2K 0.12% 167
2013
Q4 		$447K Sell
5,598
-69
-1% -$5.11K 0.11% 182
2013
Q3 		$395K Sell
5,667
-309
-5% -$19.8K 0.11% 155
2013
Q2 		$339K Buy
+5,976
New +$314K 0.12% 158

Other funds holding MIDD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Freedom Investment Management's MIDD Position: Q3 2019 in Review

Freedom Investment Management sold out of Middleby (MIDD) in Q3 2019, closing a stake of 1,489 shares — an estimated $202K sold.

Freedom Investment Management first reported a position in MIDD in Q2 2013 and held it in 23 quarters. The position peaked at $1.33M in Q1 2017. 350 funds tracked by Wall St. Rank hold MIDD as of Q3 2019.

  • Freedom Investment Management reported no remaining Middleby position as of Q3 2019 after selling out during the quarter.
  • Freedom Investment Management sold 1,489 Middleby shares in Q3 2019, an estimated $202K.
  • Freedom Investment Management first reported a position in Middleby in Q2 2013 and held it in 23 quarters.
  • Freedom Investment Management's Middleby position peaked at $1.33M in Q1 2017.
  • 350 funds tracked by Wall St. Rank held Middleby as of Q3 2019.

Based on Freedom Investment Management's 13F filing for Q3 2019, filed 5 Nov 2019.