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JCM
Jacobi Capital Management’s
Middleby
MIDD
Stock Holding History
Jacobi Capital Management’s Portfolio
MIDD Stock Details
MIDD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-145
Closed
-$25K
–
953
2021
Q3
$25K
Hold
145
–
–
﹤0.01%
810
2021
Q2
$25K
Sell
145
-20
-12%
-$3.41K
﹤0.01%
783
2021
Q1
$27K
Hold
165
–
–
﹤0.01%
719
2020
Q4
$21K
Sell
165
-200
-55%
-$24.1K
﹤0.01%
710
2020
Q3
$33K
Hold
365
–
–
0.01%
565
2020
Q2
$29K
Buy
365
+65
+22%
+$4.21K
0.01%
568
2020
Q1
$17K
Buy
+300
New
+$29.4K
﹤0.01%
609
2018
Q3
–
Sell
-15
Closed
-$2K
–
1028
2018
Q2
$2K
Hold
15
–
–
﹤0.01%
930
2018
Q1
$2K
Sell
15
-5
-25%
-$655
﹤0.01%
897
2017
Q4
$3K
Sell
20
-100
-83%
-$12.2K
﹤0.01%
828
2017
Q3
$15K
Buy
+120
New
+$14.8K
0.01%
565
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$1.56T AUM
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1-Year Est. Return
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$309B AUM
23.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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