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Gradient Investments’s Middleby MIDD Stock Holding History

Gradient Investments’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
2018
Q1 		– Sell
-26
Closed -$4K – 1103
2017
Q4 		$4K Buy
+26
New +$3.18K ﹤0.01% 722
2013
Q4 		– Sell
-24
Closed -$2K – 626
2013
Q3 		$2K Hold
24
– – ﹤0.01% 414
2013
Q2 		$1K Buy
+24
New +$1.26K ﹤0.01% 429

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Gradient Investments's MIDD Position: Q1 2018 in Review

Gradient Investments sold out of Middleby (MIDD) in Q1 2018, closing a stake of 26 shares — an estimated $4K sold.

Gradient Investments first reported a position in MIDD in Q2 2013 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 359 funds tracked by Wall St. Rank hold MIDD as of Q1 2018.

  • Gradient Investments reported no remaining Middleby position as of Q1 2018 after selling out during the quarter.
  • Gradient Investments sold 26 Middleby shares in Q1 2018, an estimated $4K.
  • Gradient Investments first reported a position in Middleby in Q2 2013 and held it in 3 quarters.
  • Gradient Investments's Middleby position peaked at $4K in Q4 2017.
  • 359 funds tracked by Wall St. Rank held Middleby as of Q1 2018.

Based on Gradient Investments's 13F filing for Q1 2018, filed 11 Apr 2018.