MBE
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Michael B. Elefante’s Middleby MIDD Stock Holding History

Michael B. Elefante’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
2014
Q4 		$45K Hold
451
– – 0.05% 101
2014
Q3 		$40K Sell
451
-80
-15% -$6.63K 0.02% 129
2014
Q2 		$44K Sell
531
-549
-51% -$45.2K 0.02% 139
2014
Q1 		$95K Buy
+1,080
New +$94.2K 0.04% 124

Other funds holding MIDD

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Michael B. Elefante's MIDD Position: Q4 2014 in Review

Michael B. Elefante held its Middleby (MIDD) position steady in Q4 2014 at 451 shares worth $45K. The position accounts for 0.05% of the portfolio, ranked #101.

Michael B. Elefante first reported a position in MIDD in Q1 2014 and has held it in 4 quarters since. The position peaked at $95K in Q1 2014. 303 funds tracked by Wall St. Rank hold MIDD as of Q4 2014.

  • Michael B. Elefante held 451 shares of Middleby worth $45K as of Q4 2014.
  • Michael B. Elefante left its Middleby share count unchanged in Q4 2014.
  • Middleby made up 0.05% of Michael B. Elefante's portfolio in Q4 2014, its #101 holding.
  • Michael B. Elefante first reported a position in Middleby in Q1 2014 and has held it in 4 quarters since.
  • Michael B. Elefante's Middleby position peaked at $95K in Q1 2014.
  • 303 funds tracked by Wall St. Rank held Middleby as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.