Linscomb Wealth’s Middleby MIDD Stock Holding History

Linscomb Wealth’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	-5,607	Closed	-$319K	–	346
2020 Q1	$319K	Sell	5,607 -2,313	-29%	-$227K	0.03%	318
2019 Q4	$867K	Buy	+7,920	New	+$909K	0.06%	249

Other funds holding MIDD

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Linscomb Wealth's MIDD Position: Q2 2020 in Review

Linscomb Wealth sold out of Middleby (MIDD) in Q2 2020, closing a stake of 5,607 shares — an estimated $319K sold.

Linscomb Wealth first reported a position in MIDD in Q4 2019 and held it in 2 quarters. The position peaked at $867K in Q4 2019. 308 funds tracked by Wall St. Rank hold MIDD as of Q2 2020.

Linscomb Wealth reported no remaining Middleby position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 5,607 Middleby shares in Q2 2020, an estimated $319K.
Linscomb Wealth first reported a position in Middleby in Q4 2019 and held it in 2 quarters.
Linscomb Wealth's Middleby position peaked at $867K in Q4 2019.
308 funds tracked by Wall St. Rank held Middleby as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.