MFWM
MIDD icon

Motley Fool Wealth Management’s Middleby MIDD Stock Holding History

Motley Fool 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
2019
Q3 		– Sell
-2,903
Closed -$394K – 133
2019
Q2 		$394K Sell
2,903
-18,582
-86% -$2.5M 0.02% 123
2019
Q1 		$2.79M Sell
21,485
-35,867
-63% -$4.31M 0.18% 99
2018
Q4 		$5.89M Sell
57,352
-2,153
-4% -$245K 0.45% 69
2018
Q3 		$7.7M Buy
59,505
+321
+0.5% +$36.6K 0.49% 65
2018
Q2 		$6.18M Sell
59,184
-3,555
-6% -$402K 0.44% 70
2018
Q1 		$7.77M Sell
62,739
-3,465
-5% -$454K 0.57% 53
2017
Q4 		$8.93M Sell
66,204
-2,320
-3% -$284K 0.69% 42
2017
Q3 		$8.78M Sell
68,524
-1,996
-3% -$246K 0.75% 41
2017
Q2 		$8.57M Sell
70,520
-70,269
-50% -$9.28M 0.78% 39
2017
Q1 		$19.2M Sell
140,789
-8,528
-6% -$1.16M 1.85% 14
2016
Q4 		$19.2M Buy
149,317
+858
+0.6% +$108K 2.05% 13
2016
Q3 		$18.4M Sell
148,459
-1,381
-0.9% -$170K 1.94% 16
2016
Q2 		$17.3M Sell
149,840
-2,164
-1% -$248K 1.89% 12
2016
Q1 		$16.2M Buy
152,004
+3,722
+3% +$350K 1.91% 16
2015
Q4 		$16M Buy
148,282
+7,231
+5% +$805K 1.9% 15
2015
Q3 		$14.8M Buy
141,051
+23,793
+20% +$2.74M 1.93% 14
2015
Q2 		$13.2M Buy
117,258
+23,036
+24% +$2.46M 2.11% 12
2015
Q1 		$9.67M Buy
94,222
+40,393
+75% +$4.1M 2.01% 11
2014
Q4 		$5.33M Buy
+53,829
New +$4.92M 3.12% 6

Other funds holding MIDD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Motley Fool Wealth Management's MIDD Position: Q3 2019 in Review

Motley Fool Wealth Management sold out of Middleby (MIDD) in Q3 2019, closing a stake of 2,903 shares — an estimated $394K sold.

Motley Fool Wealth Management first reported a position in MIDD in Q4 2014 and held it in 19 quarters. The position peaked at $19.2M in Q4 2016. 350 funds tracked by Wall St. Rank hold MIDD as of Q3 2019.

  • Motley Fool Wealth Management reported no remaining Middleby position as of Q3 2019 after selling out during the quarter.
  • Motley Fool Wealth Management sold 2,903 Middleby shares in Q3 2019, an estimated $394K.
  • Motley Fool Wealth Management first reported a position in Middleby in Q4 2014 and held it in 19 quarters.
  • Motley Fool Wealth Management's Middleby position peaked at $19.2M in Q4 2016.
  • 350 funds tracked by Wall St. Rank held Middleby as of Q3 2019.

Based on Motley Fool Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.