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Legacy Capital Partners’s Middleby MIDD Stock Holding History

Legacy Capital Partners’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
Q3 		– Sell
-7,191
Closed -$568K – 145
2020
Q2 		$568K Sell
7,191
-7,878
-52% -$510K 0.24% 84
2020
Q1 		$857K Sell
15,069
-690
-4% -$67.7K 0.42% 62
2019
Q4 		$1.73M Sell
15,759
-460
-3% -$52.8K 0.7% 49
2019
Q3 		$1.9M Sell
16,219
-254
-2% -$31.2K 0.83% 43
2019
Q2 		$2.23M Buy
16,473
+3,125
+23% +$420K 0.99% 39
2019
Q1 		$1.74M Sell
13,348
-190
-1% -$22.8K 0.81% 45
2018
Q4 		$1.39M Buy
13,538
+560
+4% +$63.8K 0.74% 46
2018
Q3 		$1.68M Sell
12,978
-2,675
-17% -$305K 0.77% 47
2018
Q2 		$1.63M Sell
15,653
-6,650
-30% -$753K 0.8% 48
2018
Q1 		$2.76M Buy
22,303
+925
+4% +$121K 1.38% 24
2017
Q4 		$2.88M Sell
21,378
-245
-1% -$30K 1.43% 26
2017
Q3 		$2.77M Buy
21,623
+718
+3% +$88.5K 1.46% 26
2017
Q2 		$2.54M Buy
20,905
+535
+3% +$70.7K 1.37% 29
2017
Q1 		$2.78M Buy
20,370
+3,531
+21% +$480K 1.56% 25
2016
Q4 		$2.17M Buy
16,839
+299
+2% +$37.6K 1.31% 30
2016
Q3 		$2.04M Sell
16,540
-20
-0.1% -$2.46K 1.29% 28
2016
Q2 		$1.91M Buy
16,560
+770
+5% +$88.4K 1.19% 35
2016
Q1 		$1.69M Sell
15,790
-1,200
-7% -$113K 1.09% 37
2015
Q4 		$1.83M Sell
16,990
-250
-1% -$27.8K 1.18% 33
2015
Q3 		$1.81M Buy
17,240
+2,200
+15% +$253K 1.23% 32
2015
Q2 		$1.69M Sell
15,040
-575
-4% -$61.5K 1.1% 34
2015
Q1 		$1.6M Hold
15,615
– – 1.02% 33
2014
Q4 		$1.55M Buy
15,615
+13,140
+531% +$1.2M 0.99% 37
2014
Q3 		$219K Buy
+2,475
New +$205K 0.15% 104

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Legacy Capital Partners's MIDD Position: Q3 2020 in Review

Legacy Capital Partners sold out of Middleby (MIDD) in Q3 2020, closing a stake of 7,191 shares — an estimated $568K sold.

Legacy Capital Partners first reported a position in MIDD in Q3 2014 and held it in 24 quarters. The position peaked at $2.88M in Q4 2017. 293 funds tracked by Wall St. Rank hold MIDD as of Q3 2020.

  • Legacy Capital Partners reported no remaining Middleby position as of Q3 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 7,191 Middleby shares in Q3 2020, an estimated $568K.
  • Legacy Capital Partners first reported a position in Middleby in Q3 2014 and held it in 24 quarters.
  • Legacy Capital Partners's Middleby position peaked at $2.88M in Q4 2017.
  • 293 funds tracked by Wall St. Rank held Middleby as of Q3 2020.

Based on Legacy Capital Partners's 13F filing for Q3 2020, filed 13 Oct 2020.