Omnia Family Wealth’s Middleby MIDD Stock Holding History

Omnia Family Wealth’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 Q2	–	Sell	-9	Closed	-$1K	–	352
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	549
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	519
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	549
2018 Q2	$1K	Hold	9	–	–	﹤0.01%	530
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	554
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	566
2017 Q3	$1K	Hold	9	–	–	﹤0.01%	579
2017 Q2	$1K	Hold	9	–	–	﹤0.01%	668
2017 Q1	$1K	Hold	9	–	–	﹤0.01%	671
2016 Q4	$1K	Buy	+9	New	+$1.13K	﹤0.01%	691

Other funds holding MIDD

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Omnia Family Wealth's MIDD Position: Q2 2019 in Review

Omnia Family Wealth sold out of Middleby (MIDD) in Q2 2019, closing a stake of 9 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in MIDD in Q4 2016 and held it in 10 quarters. The position peaked at $1K in Q1 2019. 383 funds tracked by Wall St. Rank hold MIDD as of Q2 2019.

Omnia Family Wealth reported no remaining Middleby position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 9 Middleby shares in Q2 2019, an estimated $1K.
Omnia Family Wealth first reported a position in Middleby in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Middleby position peaked at $1K in Q1 2019.
383 funds tracked by Wall St. Rank held Middleby as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.