NWM
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Nicola Wealth Management’s Middleby MIDD Stock Holding History

Nicola 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
-5,700
Closed -$324K – 118
2020
Q1 		$324K Buy
+5,700
New +$559K 0.05% 109

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

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

Nicola Wealth Management sold out of Middleby (MIDD) in Q2 2020, closing a stake of 5,700 shares — an estimated $324K sold.

Nicola Wealth Management first reported a position in MIDD in Q1 2020 and held it in 1 quarter. The position peaked at $324K in Q1 2020. 308 funds tracked by Wall St. Rank hold MIDD as of Q2 2020.

  • Nicola Wealth Management reported no remaining Middleby position as of Q2 2020 after selling out during the quarter.
  • Nicola Wealth Management sold 5,700 Middleby shares in Q2 2020, an estimated $324K.
  • Nicola Wealth Management first reported a position in Middleby in Q1 2020 and held it in 1 quarter.
  • Nicola Wealth Management's Middleby position peaked at $324K in Q1 2020.
  • 308 funds tracked by Wall St. Rank held Middleby as of Q2 2020.

Based on Nicola Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.