SSWM
MIDD icon

Sheets Smith Wealth Management’s Middleby MIDD Stock Holding History

Sheets Smith Wealth 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
2015
Q4 		– Sell
-7,640
Closed -$804K – 238
2015
Q3 		$804K Sell
7,640
-157
-2% -$18.1K 0.27% 100
2015
Q2 		$875K Buy
+7,797
New +$834K 0.24% 123
2014
Q2 		– Sell
-10,917
Closed -$961K – 274
2014
Q1 		$961K Buy
10,917
+345
+3% +$30.1K 0.27% 107
2013
Q4 		$845K Buy
10,572
+717
+7% +$53.1K 0.23% 112
2013
Q3 		$686K Buy
9,855
+600
+6% +$38.5K 0.22% 126
2013
Q2 		$525K Buy
+9,255
New +$486K 0.18% 159

Other funds holding MIDD

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return