Tiedemann Advisors’s Middleby MIDD Stock Holding History

Tiedemann Advisors’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 Q2	–	Sell	-2,156	Closed	-$280K	–	377
2019 Q1	$280K	Buy	+2,156	New	+$259K	0.01%	366
2017 Q4	–	Sell	-8,730	Closed	-$1.08M	–	291
2017 Q3	$1.08M	Sell	8,730 -11,331	-56%	-$1.4M	0.1%	142
2017 Q2	$2.44M	Buy	20,061 +8,150	+68%	+$1.08M	0.18%	110
2017 Q1	$1.63M	Buy	11,911 +3,593	+43%	+$489K	0.14%	132
2016 Q4	$1.07M	Buy	+8,318	New	+$1.05M	0.11%	141

Other funds holding MIDD

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Tiedemann Advisors's MIDD Position: Q2 2019 in Review

Tiedemann Advisors sold out of Middleby (MIDD) in Q2 2019, closing a stake of 2,156 shares — an estimated $280K sold.

Tiedemann Advisors first reported a position in MIDD in Q4 2016 and held it in 5 quarters. The position peaked at $2.44M in Q2 2017. 383 funds tracked by Wall St. Rank hold MIDD as of Q2 2019.

Tiedemann Advisors reported no remaining Middleby position as of Q2 2019 after selling out during the quarter.
Tiedemann Advisors sold 2,156 Middleby shares in Q2 2019, an estimated $280K.
Tiedemann Advisors first reported a position in Middleby in Q4 2016 and held it in 5 quarters.
Tiedemann Advisors's Middleby position peaked at $2.44M in Q2 2017.
383 funds tracked by Wall St. Rank held Middleby as of Q2 2019.

Based on Tiedemann Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.