Shine Investment Advisory Services’s Middleby MIDD Stock Holding History

Shine Investment Advisory Services’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	-53	Closed	-$6K	–	751
2019 Q4	$6K	Hold	53	–	–	﹤0.01%	647
2019 Q3	$6K	Hold	53	–	–	﹤0.01%	640
2019 Q2	$7K	Hold	53	–	–	﹤0.01%	591
2019 Q1	$7K	Hold	53	–	–	﹤0.01%	599
2018 Q4	$5K	Hold	53	–	–	﹤0.01%	607
2018 Q3	$7K	Hold	53	–	–	﹤0.01%	573
2018 Q2	$6K	Sell	53 -327	-86%	-$37K	﹤0.01%	600
2018 Q1	$47K	Hold	380	–	–	0.03%	315
2017 Q4	$51K	Sell	380 -43	-10%	-$5.26K	0.03%	308
2017 Q3	$54K	Hold	423	–	–	0.03%	279
2017 Q2	$51K	Buy	+423	New	+$55.9K	0.03%	273

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Shine Investment Advisory Services's MIDD Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of Middleby (MIDD) in Q1 2020, closing a stake of 53 shares — an estimated $6K sold.

Shine Investment Advisory Services first reported a position in MIDD in Q2 2017 and held it in 11 quarters. The position peaked at $54K in Q3 2017. 321 funds tracked by Wall St. Rank hold MIDD as of Q1 2020.

Shine Investment Advisory Services reported no remaining Middleby position as of Q1 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 53 Middleby shares in Q1 2020, an estimated $6K.
Shine Investment Advisory Services first reported a position in Middleby in Q2 2017 and held it in 11 quarters.
Shine Investment Advisory Services's Middleby position peaked at $54K in Q3 2017.
321 funds tracked by Wall St. Rank held Middleby as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.