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Horizon Investment Services’s Middleby MIDD Stock Holding History

Horizon Investment Services’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
2013
Q4 		– Sell
-3,096
Closed -$216K – 121
2013
Q3 		$216K Buy
+3,096
New +$199K 0.15% 99

Other funds holding MIDD

BAMCO Inc
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Horizon Investment Services's MIDD Position: Q4 2013 in Review

Horizon Investment Services sold out of Middleby (MIDD) in Q4 2013, closing a stake of 3,096 shares — an estimated $216K sold.

Horizon Investment Services first reported a position in MIDD in Q3 2013 and held it in 1 quarter. The position peaked at $216K in Q3 2013. 274 funds tracked by Wall St. Rank hold MIDD as of Q4 2013.

  • Horizon Investment Services reported no remaining Middleby position as of Q4 2013 after selling out during the quarter.
  • Horizon Investment Services sold 3,096 Middleby shares in Q4 2013, an estimated $216K.
  • Horizon Investment Services first reported a position in Middleby in Q3 2013 and held it in 1 quarter.
  • Horizon Investment Services's Middleby position peaked at $216K in Q3 2013.
  • 274 funds tracked by Wall St. Rank held Middleby as of Q4 2013.

Based on Horizon Investment Services's 13F filing for Q4 2013, filed 14 Feb 2014.