IPC
MIDD icon

Independent Portfolio Consultants’s Middleby MIDD Stock Holding History

Independent Portfolio Consultants’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
Q2 		$250K Sell
2,061
-1,093
-35% -$144K 0.1% 259
2017
Q1 		$430K Sell
3,154
-1,735
-35% -$236K 0.15% 228
2016
Q4 		$630K Buy
4,889
+195
+4% +$24.5K 0.21% 178
2016
Q3 		$580K Sell
4,694
-3,605
-43% -$443K 0.18% 205
2016
Q2 		$956K Sell
8,299
-8,769
-51% -$1.01M 0.3% 97
2016
Q1 		$1.82M Sell
17,068
-570
-3% -$53.6K 0.51% 45
2015
Q4 		$1.9M Sell
17,638
-10,120
-36% -$1.13M 0.56% 36
2015
Q3 		$2.92M Sell
27,758
-540
-2% -$62.2K 0.63% 28
2015
Q2 		$3.18M Buy
28,298
+105
+0.4% +$11.2K 0.64% 27
2015
Q1 		$2.89M Sell
28,193
-160
-0.6% -$16.3K 0.59% 35
2014
Q4 		$2.81M Buy
28,353
+18,865
+199% +$1.72M 0.57% 41
2014
Q3 		$836K Buy
9,488
+2,090
+28% +$173K 0.23% 112
2014
Q2 		$612K Buy
7,398
+765
+12% +$63K 0.17% 181
2014
Q1 		$584K Hold
6,633
– – 0.19% 176
2013
Q4 		$530K Buy
6,633
+30
+0.5% +$2.22K 0.19% 203
2013
Q3 		$460K Sell
6,603
-2,235
-25% -$143K 0.18% 229
2013
Q2 		$501K Buy
+8,838
New +$464K 0.22% 182

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
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
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Independent Portfolio Consultants's MIDD Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Middleby (MIDD) stake by 35% in Q2 2017, selling an estimated $144K and leaving 2,061 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #259.

Independent Portfolio Consultants first reported a position in MIDD in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.18M in Q2 2015. 393 funds tracked by Wall St. Rank hold MIDD as of Q2 2017.

  • Independent Portfolio Consultants held 2,061 shares of Middleby worth $250K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,093 Middleby shares in Q2 2017, an estimated $144K.
  • Middleby made up 0.1% of Independent Portfolio Consultants's portfolio in Q2 2017, its #259 holding.
  • Independent Portfolio Consultants first reported a position in Middleby in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Middleby position peaked at $3.18M in Q2 2015.
  • 393 funds tracked by Wall St. Rank held Middleby as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.