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Rowland Carmichael Advisors’s Middleby MIDD Stock Holding History

Rowland Carmichael 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
2020
Q1 		– Sell
-2,807
Closed -$307K – 343
2019
Q4 		$307K Buy
2,807
+175
+7% +$20.1K 0.11% 220
2019
Q3 		$308K Buy
+2,632
New +$323K 0.11% 212

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Rowland Carmichael Advisors's MIDD Position: Q1 2020 in Review

Rowland Carmichael Advisors sold out of Middleby (MIDD) in Q1 2020, closing a stake of 2,807 shares — an estimated $307K sold.

Rowland Carmichael Advisors first reported a position in MIDD in Q3 2019 and held it in 2 quarters. The position peaked at $308K in Q3 2019. 320 funds tracked by Wall St. Rank hold MIDD as of Q1 2020.

  • Rowland Carmichael Advisors reported no remaining Middleby position as of Q1 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 2,807 Middleby shares in Q1 2020, an estimated $307K.
  • Rowland Carmichael Advisors first reported a position in Middleby in Q3 2019 and held it in 2 quarters.
  • Rowland Carmichael Advisors's Middleby position peaked at $308K in Q3 2019.
  • 320 funds tracked by Wall St. Rank held Middleby as of Q1 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.