LMR Partners’s Middleby MIDD Stock Holding History

LMR 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 Q4	–	Sell	-2,827	Closed	-$254K	–	576
2020 Q3	$254K	Buy	+2,827	New	+$256K	0.01%	325
2016 Q4	–	Sell	-54,298	Closed	-$6.71M	–	377
2016 Q3	$6.71M	Buy	+54,298	New	+$6.67M	0.64%	33
2015 Q4	–	Sell	-28,323	Closed	-$2.98M	–	312
2015 Q3	$2.98M	Buy	+28,323	New	+$3.26M	0.33%	73

Other funds holding MIDD

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

LMR Partners's MIDD Position: Q4 2020 in Review

LMR Partners sold out of Middleby (MIDD) in Q4 2020, closing a stake of 2,827 shares — an estimated $254K sold.

LMR Partners first reported a position in MIDD in Q3 2015 and held it in 3 quarters. The position peaked at $6.71M in Q3 2016. 334 funds tracked by Wall St. Rank hold MIDD as of Q4 2020.

LMR Partners reported no remaining Middleby position as of Q4 2020 after selling out during the quarter.
LMR Partners sold 2,827 Middleby shares in Q4 2020, an estimated $254K.
LMR Partners first reported a position in Middleby in Q3 2015 and held it in 3 quarters.
LMR Partners's Middleby position peaked at $6.71M in Q3 2016.
334 funds tracked by Wall St. Rank held Middleby as of Q4 2020.

Based on LMR Partners's 13F filing for Q4 2020, filed 16 Feb 2021.