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Liberty Wealth Management’s Middleby MIDD Stock Holding History

Liberty Wealth 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
2020
Q2 		– Sell
-9
Closed -$1K – 934
2020
Q1 		$1K Hold
9
– – ﹤0.01% 820
2019
Q4 		$1K Hold
9
– – ﹤0.01% 844
2019
Q3 		$1K Hold
9
– – ﹤0.01% 808
2019
Q2 		$1K Hold
9
– – ﹤0.01% 839
2019
Q1 		$1K Buy
+9
New +$1.08K ﹤0.01% 688

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 $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Liberty Wealth Management's MIDD Position: Q2 2020 in Review

Liberty Wealth Management sold out of Middleby (MIDD) in Q2 2020, closing a stake of 9 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in MIDD in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q1 2020. 308 funds tracked by Wall St. Rank hold MIDD as of Q2 2020.

  • Liberty Wealth Management reported no remaining Middleby position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 9 Middleby shares in Q2 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in Middleby in Q1 2019 and held it in 5 quarters.
  • Liberty Wealth Management's Middleby position peaked at $1K in Q1 2020.
  • 308 funds tracked by Wall St. Rank held Middleby as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.