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Ladenburg Thalmann Financial Services’s Middleby MIDD Stock Holding History

Ladenburg Thalmann Financial Services’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 		$804K Buy
7,342
+778
+12% +$89.3K 0.01% 1437
2019
Q3 		$768K Sell
6,564
-1,491
-19% -$183K 0.01% 1426
2019
Q2 		$1.11M Buy
8,055
+962
+14% +$129K 0.01% 1161
2019
Q1 		$921K Buy
7,093
+775
+12% +$93K 0.01% 1242
2018
Q4 		$649K Buy
6,318
+500
+9% +$56.9K 0.01% 1348
2018
Q3 		$752K Sell
5,818
-3,179
-35% -$363K 0.01% 1310
2018
Q2 		$1.11M Hold
8,997
– – 0.01% 1007
2018
Q1 		$1.11M Buy
8,997
+448
+5% +$58.7K 0.01% 1007
2017
Q4 		$1.15M Buy
8,549
+1,138
+15% +$139K 0.01% 983
2017
Q3 		$950K Buy
7,411
+859
+13% +$106K 0.01% 1025
2017
Q2 		$796K Buy
6,552
+2,475
+61% +$327K 0.01% 1090
2017
Q1 		$557K Buy
4,077
+1,518
+59% +$206K 0.01% 1258
2016
Q4 		$329K Sell
2,559
-872
-25% -$110K ﹤0.01% 1491
2016
Q3 		$424K Sell
3,431
-647
-16% -$79.4K 0.01% 1286
2016
Q2 		$470K Sell
4,078
-94
-2% -$10.8K 0.01% 1166
2016
Q1 		$445K Sell
4,172
-3,894
-48% -$366K 0.01% 1127
2015
Q4 		$870K Buy
8,066
+373
+5% +$41.5K 0.02% 761
2015
Q3 		$809K Sell
7,693
-2,004
-21% -$231K 0.02% 733
2015
Q2 		$1.09M Buy
9,697
+313
+3% +$33.5K 0.02% 657
2015
Q1 		$964K Buy
9,384
+8,345
+803% +$848K 0.02% 703
2014
Q4 		$103K Sell
1,039
-179
-15% -$16.4K ﹤0.01% 1875
2014
Q3 		$107K Buy
1,218
+21
+2% +$1.74K ﹤0.01% 1563
2014
Q2 		$99K Sell
1,197
-8,523
-88% -$702K ﹤0.01% 1611
2014
Q1 		$947K Buy
9,720
+405
+4% +$35.3K 0.03% 475
2013
Q4 		$691K Sell
9,315
-870
-9% -$64.4K 0.02% 578
2013
Q3 		$639K Buy
10,185
+903
+10% +$58K 0.02% 571
2013
Q2 		$508K Buy
+9,282
New +$488K 0.02% 613

Other funds holding MIDD

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 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 $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MIDD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Middleby (MIDD) stake by 12% in Q4 2019, buying an estimated $89.3K and bringing the position to 7,342 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #1437.

Ladenburg Thalmann Financial Services first reported a position in MIDD in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.15M in Q4 2017. 387 funds tracked by Wall St. Rank hold MIDD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 7,342 shares of Middleby worth $804K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 778 Middleby shares in Q4 2019, an estimated $89.3K.
  • Middleby made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1437 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Middleby in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Middleby position peaked at $1.15M in Q4 2017.
  • 387 funds tracked by Wall St. Rank held Middleby as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.