Stephens Investment Management Group’s Middleby MIDD Stock Holding History

Stephens Investment Management Group’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	-170,178	Closed	-$18.6M	–	166
2019 Q4	$18.6M	Sell	170,178 -9	-0%	-$1.03K	0.35%	102
2019 Q3	$19.9M	Buy	170,187 +27,933	+20%	+$3.43M	0.4%	99
2019 Q2	$19.3M	Buy	142,254 +2,196	+2%	+$295K	0.37%	102
2019 Q1	$18.2M	Buy	140,058 +18,776	+15%	+$2.25M	0.37%	103
2018 Q4	$12.5M	Buy	121,282 +14,417	+13%	+$1.64M	0.3%	113
2018 Q3	$13.8M	Buy	106,865 +1,049	+1%	+$120K	0.26%	120
2018 Q2	$11M	Buy	105,816 +562	+0.5%	+$63.6K	0.22%	128
2018 Q1	$13M	Buy	105,254 +48,279	+85%	+$6.32M	0.28%	118
2017 Q4	$7.69M	Buy	+56,975	New	+$6.97M	0.18%	140

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

Stephens Investment Management Group's MIDD Position: Q1 2020 in Review

Stephens Investment Management Group sold out of Middleby (MIDD) in Q1 2020, closing a stake of 170,178 shares — an estimated $18.6M sold.

Stephens Investment Management Group first reported a position in MIDD in Q4 2017 and held it in 9 quarters. The position peaked at $19.9M in Q3 2019. 321 funds tracked by Wall St. Rank hold MIDD as of Q1 2020.

Stephens Investment Management Group reported no remaining Middleby position as of Q1 2020 after selling out during the quarter.
Stephens Investment Management Group sold 170,178 Middleby shares in Q1 2020, an estimated $18.6M.
Stephens Investment Management Group first reported a position in Middleby in Q4 2017 and held it in 9 quarters.
Stephens Investment Management Group's Middleby position peaked at $19.9M in Q3 2019.
321 funds tracked by Wall St. Rank held Middleby as of Q1 2020.

Based on Stephens Investment Management Group's 13F filing for Q1 2020, filed 14 May 2020.