Kore Private Wealth’s Middleby MIDD Stock Holding History

Kore Private Wealth’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	-347	Closed	-$36K	–	957
2018 Q4	$36K	Buy	+347	New	+$39.5K	0.01%	419

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

Kore Private Wealth's MIDD Position: Q1 2019 in Review

Kore Private Wealth sold out of Middleby (MIDD) in Q1 2019, closing a stake of 347 shares — an estimated $36K sold.

Kore Private Wealth first reported a position in MIDD in Q4 2018 and held it in 1 quarter. The position peaked at $36K in Q4 2018. 372 funds tracked by Wall St. Rank hold MIDD as of Q1 2019.

Kore Private Wealth reported no remaining Middleby position as of Q1 2019 after selling out during the quarter.
Kore Private Wealth sold 347 Middleby shares in Q1 2019, an estimated $36K.
Kore Private Wealth first reported a position in Middleby in Q4 2018 and held it in 1 quarter.
Kore Private Wealth's Middleby position peaked at $36K in Q4 2018.
372 funds tracked by Wall St. Rank held Middleby as of Q1 2019.

Based on Kore Private Wealth's 13F filing for Q1 2019, filed 16 May 2019.