LAM
MIDD icon

Lebenthal Asset Management’s Middleby MIDD Stock Holding History

Lebenthal Asset Management’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
2016
Q4 		– Sell
-130
Closed -$16K – 527
2016
Q3 		$16K Buy
+130
New +$16K ﹤0.01% 657

Other funds holding MIDD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lebenthal Asset Management's MIDD Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Middleby (MIDD) in Q4 2016, closing a stake of 130 shares — an estimated $16K sold.

Lebenthal Asset Management first reported a position in MIDD in Q3 2016 and held it in 1 quarter. The position peaked at $16K in Q3 2016. 384 funds tracked by Wall St. Rank hold MIDD as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Middleby position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 130 Middleby shares in Q4 2016, an estimated $16K.
  • Lebenthal Asset Management first reported a position in Middleby in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Middleby position peaked at $16K in Q3 2016.
  • 384 funds tracked by Wall St. Rank held Middleby as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.