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Legacy Advisors’s Middleby MIDD Stock Holding History

Legacy Advisors’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
2018
Q4 		– Sell
-44
Closed -$6K – 282
2018
Q3 		$6K Buy
+44
New +$5.02K ﹤0.01% 399
2018
Q1 		– Sell
-44
Closed -$5K – 425
2017
Q4 		$5K Buy
+44
New +$5.38K ﹤0.01% 301

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Legacy Advisors's MIDD Position: Q4 2018 in Review

Legacy Advisors sold out of Middleby (MIDD) in Q4 2018, closing a stake of 44 shares — an estimated $6K sold.

Legacy Advisors first reported a position in MIDD in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 347 funds tracked by Wall St. Rank hold MIDD as of Q4 2018.

  • Legacy Advisors reported no remaining Middleby position as of Q4 2018 after selling out during the quarter.
  • Legacy Advisors sold 44 Middleby shares in Q4 2018, an estimated $6K.
  • Legacy Advisors first reported a position in Middleby in Q4 2017 and held it in 2 quarters.
  • Legacy Advisors's Middleby position peaked at $6K in Q3 2018.
  • 347 funds tracked by Wall St. Rank held Middleby as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.