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Lee Financial’s Middleby MIDD Stock Holding History

Lee Financial’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
Q1 		– Sell
-82
Closed -$9K – 497
2019
Q4 		$9K Hold
82
– – ﹤0.01% 365
2019
Q3 		$10K Buy
82
+20
+32% +$2.45K ﹤0.01% 342
2019
Q2 		$8K Hold
62
– – ﹤0.01% 389
2019
Q1 		$8K Hold
62
– – ﹤0.01% 372
2018
Q4 		$6K Hold
62
– – ﹤0.01% 352
2018
Q3 		$8K Hold
62
– – ﹤0.01% 365
2018
Q2 		$6K Hold
62
– – ﹤0.01% 597
2018
Q1 		$8K Hold
62
– – ﹤0.01% 538
2017
Q4 		$8K Sell
62
-45
-42% -$5.51K ﹤0.01% 379
2017
Q3 		$14K Hold
107
– – ﹤0.01% 282
2017
Q2 		$13K Hold
107
– – ﹤0.01% 288
2017
Q1 		$15K Hold
107
– – 0.01% 238
2016
Q4 		$14K Buy
+107
New +$13.5K 0.01% 251

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lee Financial's MIDD Position: Q1 2020 in Review

Lee Financial sold out of Middleby (MIDD) in Q1 2020, closing a stake of 82 shares — an estimated $9K sold.

Lee Financial first reported a position in MIDD in Q4 2016 and held it in 13 quarters. The position peaked at $15K in Q1 2017. 321 funds tracked by Wall St. Rank hold MIDD as of Q1 2020.

  • Lee Financial reported no remaining Middleby position as of Q1 2020 after selling out during the quarter.
  • Lee Financial sold 82 Middleby shares in Q1 2020, an estimated $9K.
  • Lee Financial first reported a position in Middleby in Q4 2016 and held it in 13 quarters.
  • Lee Financial's Middleby position peaked at $15K in Q1 2017.
  • 321 funds tracked by Wall St. Rank held Middleby as of Q1 2020.

Based on Lee Financial's 13F filing for Q1 2020, filed 7 May 2020.