Northstar Wealth Partners’s Middleby MIDD Stock Holding History

Northstar Wealth 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 Q1	–	Sell	-2,157	Closed	-$236K	–	176
2019 Q4	$236K	Hold	2,157	–	–	0.1%	165
2019 Q3	$252K	Hold	2,157	–	–	0.11%	155
2019 Q2	$293K	Hold	2,157	–	–	0.13%	147
2019 Q1	$280K	Hold	2,157	–	–	0.13%	147
2018 Q4	$222K	Hold	2,157	–	–	0.12%	153
2018 Q3	$279K	Hold	2,157	–	–	0.13%	138
2018 Q2	$225K	Sell	2,157 -138	-6%	-$15.6K	0.11%	171
2018 Q1	$284K	Buy	+2,295	New	+$301K	0.15%	155

Other funds holding MIDD

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northstar Wealth Partners's MIDD Position: Q1 2020 in Review

Northstar Wealth Partners sold out of Middleby (MIDD) in Q1 2020, closing a stake of 2,157 shares — an estimated $236K sold.

Northstar Wealth Partners first reported a position in MIDD in Q1 2018 and held it in 8 quarters. The position peaked at $293K in Q2 2019. 320 funds tracked by Wall St. Rank hold MIDD as of Q1 2020.

Northstar Wealth Partners reported no remaining Middleby position as of Q1 2020 after selling out during the quarter.
Northstar Wealth Partners sold 2,157 Middleby shares in Q1 2020, an estimated $236K.
Northstar Wealth Partners first reported a position in Middleby in Q1 2018 and held it in 8 quarters.
Northstar Wealth Partners's Middleby position peaked at $293K in Q2 2019.
320 funds tracked by Wall St. Rank held Middleby as of Q1 2020.

Based on Northstar Wealth Partners's 13F filing for Q1 2020, filed 15 May 2020.