SS
MIDD icon

Simplicity Solutions’s Middleby MIDD Stock Holding History

Simplicity Solutions’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
2017
Q3 		– Sell
-7,344
Closed -$892K – 313
2017
Q2 		$892K Sell
7,344
-1,046
-12% -$138K 0.11% 170
2017
Q1 		$1.15M Buy
8,390
+2,038
+32% +$277K 0.18% 117
2016
Q4 		$818K Buy
6,352
+3,250
+105% +$409K 0.19% 129
2016
Q3 		$383K Buy
3,102
+233
+8% +$28.6K 0.19% 138
2016
Q2 		$331K Sell
2,869
-58
-2% -$6.66K 0.18% 154
2016
Q1 		$313K Sell
2,927
-955
-25% -$89.8K 0.19% 153
2015
Q4 		$419K Buy
+3,882
New +$432K 0.05% 484

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Simplicity Solutions's MIDD Position: Q3 2017 in Review

Simplicity Solutions sold out of Middleby (MIDD) in Q3 2017, closing a stake of 7,344 shares — an estimated $892K sold.

Simplicity Solutions first reported a position in MIDD in Q4 2015 and held it in 7 quarters. The position peaked at $1.15M in Q1 2017. 346 funds tracked by Wall St. Rank hold MIDD as of Q3 2017.

  • Simplicity Solutions reported no remaining Middleby position as of Q3 2017 after selling out during the quarter.
  • Simplicity Solutions sold 7,344 Middleby shares in Q3 2017, an estimated $892K.
  • Simplicity Solutions first reported a position in Middleby in Q4 2015 and held it in 7 quarters.
  • Simplicity Solutions's Middleby position peaked at $1.15M in Q1 2017.
  • 346 funds tracked by Wall St. Rank held Middleby as of Q3 2017.

Based on Simplicity Solutions's 13F filing for Q3 2017, filed 14 Nov 2017.