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Realta Investment Advisors’s Middleby MIDD Stock Holding History

Realta Investment 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
2019
Q4 		– Sell
-12
Closed -$1K – 1642
2019
Q3 		$1K Sell
12
-35
-74% -$4.29K ﹤0.01% 1559
2019
Q2 		$7K Buy
+47
New +$6.32K ﹤0.01% 1259

Other funds holding MIDD

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Realta Investment Advisors's MIDD Position: Q4 2019 in Review

Realta Investment Advisors sold out of Middleby (MIDD) in Q4 2019, closing a stake of 12 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in MIDD in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 386 funds tracked by Wall St. Rank hold MIDD as of Q4 2019.

  • Realta Investment Advisors reported no remaining Middleby position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 12 Middleby shares in Q4 2019, an estimated $1K.
  • Realta Investment Advisors first reported a position in Middleby in Q2 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Middleby position peaked at $7K in Q2 2019.
  • 386 funds tracked by Wall St. Rank held Middleby as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.