RCWMU
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Rothschild & Co Wealth Management (UK)’s Middleby MIDD Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2021
Q3 		– Sell
-9,976
Closed -$1.73M – 42
2021
Q2 		$1.73M Buy
9,976
+685
+7% +$117K 0.03% 20
2021
Q1 		$1.54M Sell
9,291
-4,384
-32% -$645K 0.03% 22
2020
Q4 		$1.76M Sell
13,675
-14,096
-51% -$1.7M 0.03% 18
2020
Q3 		$2.49M Sell
27,771
-9,602
-26% -$870K 0.05% 16
2020
Q2 		$2.95M Sell
37,373
-1,844,778
-98% -$120M 0.07% 16
2020
Q1 		$107M Buy
1,882,151
+29,767
+2% +$2.92M 2.87% 12
2019
Q4 		$203M Buy
1,852,384
+1,639
+0.1% +$188K 4.52% 11
2019
Q3 		$216M Sell
1,850,745
-7,402
-0.4% -$908K 5.39% 9
2019
Q2 		$252M Buy
1,858,147
+46,214
+3% +$6.21M 4.67% 12
2019
Q1 		$236M Buy
1,811,933
+269,864
+18% +$32.4M 6.6% 8
2018
Q4 		$158M Buy
1,542,069
+640,204
+71% +$72.9M 5.47% 9
2018
Q3 		$117M Buy
+901,865
New +$103M 3.9% 11

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s MIDD Position: Q3 2021 in Review

Rothschild & Co Wealth Management (UK) sold out of Middleby (MIDD) in Q3 2021, closing a stake of 9,976 shares — an estimated $1.73M sold.

Rothschild & Co Wealth Management (UK) first reported a position in MIDD in Q3 2018 and held it in 12 quarters. The position peaked at $252M in Q2 2019. 365 funds tracked by Wall St. Rank hold MIDD as of Q3 2021.

  • Rothschild & Co Wealth Management (UK) reported no remaining Middleby position as of Q3 2021 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 9,976 Middleby shares in Q3 2021, an estimated $1.73M.
  • Rothschild & Co Wealth Management (UK) first reported a position in Middleby in Q3 2018 and held it in 12 quarters.
  • Rothschild & Co Wealth Management (UK)'s Middleby position peaked at $252M in Q2 2019.
  • 365 funds tracked by Wall St. Rank held Middleby as of Q3 2021.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2021, filed 3 Nov 2021.