Gratus Capital’s Middleby MIDD Stock Holding History

Gratus Capital’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 Q4	–	Sell	-1,745	Closed	-$226K	–	184
2018 Q3	$226K	Buy	+1,745	New	+$199K	0.03%	164

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Gratus Capital's MIDD Position: Q4 2018 in Review

Gratus Capital sold out of Middleby (MIDD) in Q4 2018, closing a stake of 1,745 shares — an estimated $226K sold.

Gratus Capital first reported a position in MIDD in Q3 2018 and held it in 1 quarter. The position peaked at $226K in Q3 2018. 346 funds tracked by Wall St. Rank hold MIDD as of Q4 2018.

Gratus Capital reported no remaining Middleby position as of Q4 2018 after selling out during the quarter.
Gratus Capital sold 1,745 Middleby shares in Q4 2018, an estimated $226K.
Gratus Capital first reported a position in Middleby in Q3 2018 and held it in 1 quarter.
Gratus Capital's Middleby position peaked at $226K in Q3 2018.
346 funds tracked by Wall St. Rank held Middleby as of Q4 2018.

Based on Gratus Capital's 13F filing for Q4 2018, filed 13 Feb 2019.