SAM
MIDD icon

Southernsun Asset Management’s Middleby MIDD Stock Holding History

Southernsun Asset 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
2017
Q1 		– Sell
-78,780
Closed -$10.1M – 37
2016
Q4 		$10.1M Sell
78,780
-11,564
-13% -$1.46M 0.26% 32
2016
Q3 		$11.2M Sell
90,344
-40,127
-31% -$4.93M 0.28% 32
2016
Q2 		$15M Sell
130,471
-146,897
-53% -$16.9M 0.39% 30
2016
Q1 		$29.6M Sell
277,368
-15,023
-5% -$1.41M 0.75% 30
2015
Q4 		$31.5M Sell
292,391
-17,447
-6% -$1.94M 0.76% 31
2015
Q3 		$32.6M Sell
309,838
-57,016
-16% -$6.57M 0.72% 35
2015
Q2 		$41.2M Buy
366,854
+74
+0% +$7.92K 0.75% 38
2015
Q1 		$37.6M Sell
366,780
-80,655
-18% -$8.19M 0.71% 37
2014
Q4 		$44.3M Sell
447,435
-101,331
-18% -$9.27M 0.86% 35
2014
Q3 		$48.4M Buy
548,766
+4,332
+0.8% +$359K 0.95% 32
2014
Q2 		$45M Sell
544,434
-16,779
-3% -$1.38M 0.82% 32
2014
Q1 		$49.4M Sell
561,213
-683,973
-55% -$59.7M 0.99% 32
2013
Q4 		$99.5M Sell
1,245,186
-77,337
-6% -$5.73M 2.03% 27
2013
Q3 		$92.1M Sell
1,322,523
-71,331
-5% -$4.58M 2.27% 20
2013
Q2 		$79M Buy
+1,393,854
New +$73.2M 2.41% 21

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 $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return