FIM
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Friedberg Investment Management’s Middleby MIDD Stock Holding History

Friedberg 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
2017
Q3 		$1.89M Sell
14,710
-30,234
-67% -$3.73M 3.05% 9
2017
Q2 		$5.46M Sell
44,944
-620
-1% -$81.9K 2.34% 11
2017
Q1 		$6.22M Sell
45,564
-1,430
-3% -$194K 2.63% 7
2016
Q4 		$6.05M Sell
46,994
-15,045
-24% -$1.89M 2.77% 7
2016
Q3 		$7.67M Sell
62,039
-650
-1% -$79.8K 3.31% 4
2016
Q2 		$7.22M Sell
62,689
-3,580
-5% -$411K 3.41% 4
2016
Q1 		$7.08M Sell
66,269
-1,650
-2% -$155K 3.53% 4
2015
Q4 		$7.33M Sell
67,919
-16,400
-19% -$1.83M 3.57% 3
2015
Q3 		$8.87M Sell
84,319
-3,390
-4% -$391K 4.23% 1
2015
Q2 		$9.84M Buy
87,709
+360
+0.4% +$38.5K 3.71% 1
2015
Q1 		$8.97M Buy
87,349
+23,605
+37% +$2.4M 3.26% 2
2014
Q4 		$6.32M Sell
63,744
-1,525
-2% -$139K 2.48% 9
2014
Q3 		$5.75M Sell
65,269
-500
-0.8% -$41.4K 2.21% 10
2014
Q2 		$5.44M Sell
65,769
-330
-0.5% -$27.2K 1.99% 13
2014
Q1 		$5.82M Sell
66,099
-1,230
-2% -$107K 2.27% 10
2013
Q4 		$5.38M Sell
67,329
-14,061
-17% -$1.04M 2.18% 11
2013
Q3 		$5.67M Sell
81,390
-5,310
-6% -$341K 2.46% 10
2013
Q2 		$4.92M Buy
+86,700
New +$4.55M 2.21% 10

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Friedberg Investment Management's MIDD Position: Q3 2017 in Review

Friedberg Investment Management reduced its Middleby (MIDD) stake by 67% in Q3 2017, selling an estimated $3.73M and leaving 14,710 shares worth $1.89M. The position accounts for 3.05% of the portfolio, ranked #9.

Friedberg Investment Management first reported a position in MIDD in Q2 2013 and has held it in 18 quarters since. The position peaked at $9.84M in Q2 2015. 346 funds tracked by Wall St. Rank hold MIDD as of Q3 2017.

  • Friedberg Investment Management held 14,710 shares of Middleby worth $1.89M as of Q3 2017.
  • Friedberg Investment Management sold 30,234 Middleby shares in Q3 2017, an estimated $3.73M.
  • Middleby made up 3.05% of Friedberg Investment Management's portfolio in Q3 2017, its #9 holding.
  • Friedberg Investment Management first reported a position in Middleby in Q2 2013 and has held it in 18 quarters since.
  • Friedberg Investment Management's Middleby position peaked at $9.84M in Q2 2015.
  • 346 funds tracked by Wall St. Rank held Middleby as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.