KLWA
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Kelly Lawrence W & Associates’s Middleby MIDD Stock Holding History

Kelly Lawrence W & Associates’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
2020
Q2 		– Sell
-136,020
Closed -$7.74M – 127
2020
Q1 		$7.74M Buy
+136,020
New +$13.3M 1.88% 22
2016
Q4 		– Sell
-170
Closed -$21K – 166
2016
Q3 		$21K Hold
170
– – ﹤0.01% 148
2016
Q2 		$20K Buy
+170
New +$19.5K ﹤0.01% 161

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kelly Lawrence W & Associates's MIDD Position: Q2 2020 in Review

Kelly Lawrence W & Associates sold out of Middleby (MIDD) in Q2 2020, closing a stake of 136,020 shares — an estimated $7.74M sold.

Kelly Lawrence W & Associates first reported a position in MIDD in Q2 2016 and held it in 3 quarters. The position peaked at $7.74M in Q1 2020. 309 funds tracked by Wall St. Rank hold MIDD as of Q2 2020.

  • Kelly Lawrence W & Associates reported no remaining Middleby position as of Q2 2020 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 136,020 Middleby shares in Q2 2020, an estimated $7.74M.
  • Kelly Lawrence W & Associates first reported a position in Middleby in Q2 2016 and held it in 3 quarters.
  • Kelly Lawrence W & Associates's Middleby position peaked at $7.74M in Q1 2020.
  • 309 funds tracked by Wall St. Rank held Middleby as of Q2 2020.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2020, filed 14 Aug 2020.