Johnson Financial Group Inc (Wisconsin)’s Middleby MIDD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q4	–	Sell	-22	Closed	-$3K	–	608
2017 Q3	$3K	Sell	22 -762	-97%	-$94K	﹤0.01%	520
2017 Q2	$95K	Sell	784 -593	-43%	-$78.3K	0.01%	289
2017 Q1	$188K	Hold	1,377	–	–	0.02%	261
2016 Q4	$177K	Hold	1,377	–	–	0.02%	277
2016 Q3	$170K	Hold	1,377	–	–	0.02%	278
2016 Q2	$159K	Buy	1,377 +527	+62%	+$60.5K	0.02%	304
2016 Q1	$91K	Hold	850	–	–	0.02%	313
2015 Q4	$92K	Hold	850	–	–	0.02%	319
2015 Q3	$89K	Sell	850 -50	-6%	-$5.76K	0.02%	352
2015 Q2	$101K	Hold	900	–	–	0.02%	364
2015 Q1	$92K	Sell	900 -150	-14%	-$15.2K	0.02%	402
2014 Q4	$104K	Hold	1,050	–	–	0.02%	352
2014 Q3	$93K	Hold	1,050	–	–	0.02%	341
2014 Q2	$87K	Hold	1,050	–	–	0.02%	372
2014 Q1	$92K	Hold	1,050	–	–	0.03%	285
2013 Q4	$84K	Hold	1,050	–	–	0.02%	303
2013 Q3	$73K	Sell	1,050 -3,750	-78%	-$241K	0.02%	351
2013 Q2	$273K	Buy	+4,800	New	+$252K	0.08%	177

Other funds holding MIDD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CGI

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s MIDD Position: Q4 2017 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Middleby (MIDD) in Q4 2017, closing a stake of 22 shares — an estimated $3K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in MIDD in Q2 2013 and held it in 18 quarters. The position peaked at $273K in Q2 2013. 366 funds tracked by Wall St. Rank hold MIDD as of Q4 2017.

Johnson Financial Group Inc (Wisconsin) reported no remaining Middleby position as of Q4 2017 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 22 Middleby shares in Q4 2017, an estimated $3K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Middleby in Q2 2013 and held it in 18 quarters.
Johnson Financial Group Inc (Wisconsin)'s Middleby position peaked at $273K in Q2 2013.
366 funds tracked by Wall St. Rank held Middleby as of Q4 2017.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2017, filed 12 Feb 2018.