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Squar Milner Financial Services’s Middleby MIDD Stock Holding History

Squar Milner Financial 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
2019
Q3 		– Sell
-24
Closed -$3K – 518
2019
Q2 		$3K Hold
24
– – ﹤0.01% 672
2019
Q1 		$3K Buy
+24
New +$2.88K ﹤0.01% 734

Other funds holding MIDD

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

Squar Milner Financial Services's MIDD Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Middleby (MIDD) in Q3 2019, closing a stake of 24 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in MIDD in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 349 funds tracked by Wall St. Rank hold MIDD as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Middleby position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 24 Middleby shares in Q3 2019, an estimated $3K.
  • Squar Milner Financial Services first reported a position in Middleby in Q1 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Middleby position peaked at $3K in Q2 2019.
  • 349 funds tracked by Wall St. Rank held Middleby as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.