Rational Advisors’s Middleby MIDD Stock Holding History

Rational Advisors’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
2018 Q4	–	Sell	-19,200	Closed	-$2.48M	–	555
2018 Q3	$2.48M	Buy	+19,200	New	+$2.19M	0.59%	38
2015 Q3	$126K	Hold	1,200	–	–	0.05%	193
2015 Q2	$135K	Sell	1,200 -150	-11%	-$16K	0.04%	195
2015 Q1	$139K	Sell	1,350 -150	-10%	-$15.2K	0.03%	209
2014 Q4	$149K	Buy	+1,500	New	+$137K	0.03%	242
2013 Q4	$137K	Sell	1,710 -90	-5%	-$6.66K	0.01%	549
2013 Q3	$125K	Buy	+1,800	New	+$116K	0.01%	599

Other funds holding MIDD

EIG

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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

Rational Advisors's MIDD Position: Q4 2018 in Review

Rational Advisors sold out of Middleby (MIDD) in Q4 2018, closing a stake of 19,200 shares — an estimated $2.48M sold.

Rational Advisors first reported a position in MIDD in Q3 2013 and held it in 7 quarters. The position peaked at $2.48M in Q3 2018. 347 funds tracked by Wall St. Rank hold MIDD as of Q4 2018.

Rational Advisors reported no remaining Middleby position as of Q4 2018 after selling out during the quarter.
Rational Advisors sold 19,200 Middleby shares in Q4 2018, an estimated $2.48M.
Rational Advisors first reported a position in Middleby in Q3 2013 and held it in 7 quarters.
Rational Advisors's Middleby position peaked at $2.48M in Q3 2018.
347 funds tracked by Wall St. Rank held Middleby as of Q4 2018.

Based on Rational Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.