JOYN Advisors’s Middleby MIDD Stock Holding History

JOYN Advisors’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 Q1	–	Sell	-64	Closed	-$7K	–	883
2018 Q4	$7K	Sell	64 -28	-30%	-$3.19K	﹤0.01%	1123
2018 Q3	$12K	Hold	92	–	–	﹤0.01%	881
2018 Q2	$10K	Buy	92 +34	+59%	+$3.85K	﹤0.01%	912
2018 Q1	$7K	Buy	+58	New	+$7.6K	﹤0.01%	811

Other funds holding MIDD

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return

JOYN Advisors's MIDD Position: Q1 2019 in Review

JOYN Advisors sold out of Middleby (MIDD) in Q1 2019, closing a stake of 64 shares — an estimated $7K sold.

JOYN Advisors first reported a position in MIDD in Q1 2018 and held it in 4 quarters. The position peaked at $12K in Q3 2018. 372 funds tracked by Wall St. Rank hold MIDD as of Q1 2019.

JOYN Advisors reported no remaining Middleby position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 64 Middleby shares in Q1 2019, an estimated $7K.
JOYN Advisors first reported a position in Middleby in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Middleby position peaked at $12K in Q3 2018.
372 funds tracked by Wall St. Rank held Middleby as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.