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Osterweis Capital Management’s Middleby MIDD Stock Holding History

Osterweis Capital 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
2017
Q4 		– Sell
-26,650
Closed -$3.42M – 108
2017
Q3 		$3.42M Buy
26,650
+5,674
+27% +$700K 0.26% 58
2017
Q2 		$2.55M Sell
20,976
-12,445
-37% -$1.64M 0.19% 66
2017
Q1 		$4.56M Sell
33,421
-2,375
-7% -$323K 0.36% 45
2016
Q4 		$4.61M Buy
35,796
+13,702
+62% +$1.72M 0.33% 42
2016
Q3 		$2.73M Sell
22,094
-2,050
-8% -$252K 0.16% 44
2016
Q2 		$2.78M Hold
24,144
– – 0.18% 37
2016
Q1 		$2.58M Buy
+24,144
New +$2.27M 0.15% 38

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CGI
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Fiera Capital (Canada)
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BlackRock
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
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William Blair Investment Management
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