JCM
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Jacobsen Capital Management’s Middleby MIDD Stock Holding History

Jacobsen Capital 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
2019
Q4 		$499K Sell
4,559
-2,050
-31% -$235K 0.5% 44
2019
Q3 		$772K Sell
6,609
-35
-0.5% -$4.29K 0.74% 35
2019
Q2 		$901K Buy
+6,644
New +$893K 0.9% 28

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jacobsen Capital Management's MIDD Position: Q4 2019 in Review

Jacobsen Capital Management reduced its Middleby (MIDD) stake by 31% in Q4 2019, selling an estimated $235K and leaving 4,559 shares worth $499K. The position accounts for 0.5% of the portfolio, ranked #44.

Jacobsen Capital Management first reported a position in MIDD in Q2 2019 and has held it in 3 quarters since. The position peaked at $901K in Q2 2019. 386 funds tracked by Wall St. Rank hold MIDD as of Q4 2019.

  • Jacobsen Capital Management held 4,559 shares of Middleby worth $499K as of Q4 2019.
  • Jacobsen Capital Management sold 2,050 Middleby shares in Q4 2019, an estimated $235K.
  • Middleby made up 0.5% of Jacobsen Capital Management's portfolio in Q4 2019, its #44 holding.
  • Jacobsen Capital Management first reported a position in Middleby in Q2 2019 and has held it in 3 quarters since.
  • Jacobsen Capital Management's Middleby position peaked at $901K in Q2 2019.
  • 386 funds tracked by Wall St. Rank held Middleby as of Q4 2019.

Based on Jacobsen Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.