Gideon Capital Advisors’s Middleby MIDD Stock Holding History

Gideon Capital 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 Q1	–	Sell	-2,802	Closed	-$307K	–	130
2019 Q4	$307K	Buy	+2,802	New	+$322K	0.11%	216
2019 Q3	–	Sell	-8,436	Closed	-$1.15M	–	360
2019 Q2	$1.15M	Buy	+8,436	New	+$1.13M	0.4%	94
2015 Q2	–	Sell	-20,569	Closed	-$2.11M	–	292
2015 Q1	$2.11M	Buy	+20,569	New	+$2.09M	0.85%	32
2014 Q2	–	Sell	-10,248	Closed	-$903K	–	291
2014 Q1	$903K	Buy	+10,248	New	+$894K	0.5%	68

Other funds holding MIDD

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

RCWMU

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gideon Capital Advisors's MIDD Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Middleby (MIDD) in Q1 2020, closing a stake of 2,802 shares — an estimated $307K sold.

Gideon Capital Advisors first reported a position in MIDD in Q1 2014 and held it in 4 quarters. The position peaked at $2.11M in Q1 2015. 321 funds tracked by Wall St. Rank hold MIDD as of Q1 2020.

Gideon Capital Advisors reported no remaining Middleby position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 2,802 Middleby shares in Q1 2020, an estimated $307K.
Gideon Capital Advisors first reported a position in Middleby in Q1 2014 and held it in 4 quarters.
Gideon Capital Advisors's Middleby position peaked at $2.11M in Q1 2015.
321 funds tracked by Wall St. Rank held Middleby as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.