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Suncoast Equity Management’s Middleby MIDD Stock Holding History

Suncoast Equity 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
Q4 		– Sell
-94,545
Closed -$12.1M – 35
2017
Q3 		$12.1M Sell
94,545
-946
-1% -$117K 3.52% 14
2017
Q2 		$11.6M Sell
95,491
-656
-0.7% -$86.6K 3.52% 16
2017
Q1 		$13.1M Sell
96,147
-8,212
-8% -$1.12M 4.24% 11
2016
Q4 		$13.4M Buy
104,359
+33,162
+47% +$4.17M 4.28% 10
2016
Q3 		$8.8M Buy
71,197
+1,258
+2% +$154K 2.65% 20
2016
Q2 		$8.06M Buy
69,939
+13,840
+25% +$1.59M 2.52% 20
2016
Q1 		$5.99M Buy
56,099
+4,855
+9% +$456K 2.23% 20
2015
Q4 		$5.53M Buy
51,244
+3,745
+8% +$417K 2.28% 19
2015
Q3 		$5M Sell
47,499
-1,050
-2% -$121K 2.3% 18
2015
Q2 		$5.45M Buy
48,549
+2,089
+4% +$224K 2.42% 16
2015
Q1 		$4.77M Buy
46,460
+6,665
+17% +$677K 2.39% 17
2014
Q4 		$3.94M Buy
+39,795
New +$3.64M 2.16% 17

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Suncoast Equity Management's MIDD Position: Q4 2017 in Review

Suncoast Equity Management sold out of Middleby (MIDD) in Q4 2017, closing a stake of 94,545 shares — an estimated $12.1M sold.

Suncoast Equity Management first reported a position in MIDD in Q4 2014 and held it in 12 quarters. The position peaked at $13.4M in Q4 2016. 366 funds tracked by Wall St. Rank hold MIDD as of Q4 2017.

  • Suncoast Equity Management reported no remaining Middleby position as of Q4 2017 after selling out during the quarter.
  • Suncoast Equity Management sold 94,545 Middleby shares in Q4 2017, an estimated $12.1M.
  • Suncoast Equity Management first reported a position in Middleby in Q4 2014 and held it in 12 quarters.
  • Suncoast Equity Management's Middleby position peaked at $13.4M in Q4 2016.
  • 366 funds tracked by Wall St. Rank held Middleby as of Q4 2017.

Based on Suncoast Equity Management's 13F filing for Q4 2017, filed 8 Feb 2018.