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Ironwood Investment Management’s Middleby MIDD Stock Holding History

Ironwood Investment Management’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
Q2 		– Sell
-1,832
Closed -$227K – 158
2018
Q1 		$227K Buy
1,832
+23
+1% +$3.01K 0.17% 145
2017
Q4 		$244K Buy
1,809
+20
+1% +$2.45K 0.17% 145
2017
Q3 		$229K Buy
+1,789
New +$221K 0.16% 148

Other funds holding MIDD

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

Ironwood Investment Management's MIDD Position: Q2 2018 in Review

Ironwood Investment Management sold out of Middleby (MIDD) in Q2 2018, closing a stake of 1,832 shares — an estimated $227K sold.

Ironwood Investment Management first reported a position in MIDD in Q3 2017 and held it in 3 quarters. The position peaked at $244K in Q4 2017. 340 funds tracked by Wall St. Rank hold MIDD as of Q2 2018.

  • Ironwood Investment Management reported no remaining Middleby position as of Q2 2018 after selling out during the quarter.
  • Ironwood Investment Management sold 1,832 Middleby shares in Q2 2018, an estimated $227K.
  • Ironwood Investment Management first reported a position in Middleby in Q3 2017 and held it in 3 quarters.
  • Ironwood Investment Management's Middleby position peaked at $244K in Q4 2017.
  • 340 funds tracked by Wall St. Rank held Middleby as of Q2 2018.

Based on Ironwood Investment Management's 13F filing for Q2 2018, filed 8 Aug 2018.