Tompkins Financial’s Middleby MIDD Stock Holding History

Tompkins Financial’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	-261	Closed	-$34K	–	380
2019 Q1	$34K	Hold	261	–	–	0.01%	263
2018 Q4	$27K	Hold	261	–	–	0.01%	276
2018 Q3	$34K	Sell	261 -34	-12%	-$3.88K	0.01%	277
2018 Q2	$31K	Hold	295	–	–	0.01%	299
2018 Q1	$37K	Hold	295	–	–	0.01%	265
2017 Q4	$40K	Hold	295	–	–	0.01%	238
2017 Q3	$38K	Hold	295	–	–	0.01%	241
2017 Q2	$36K	Hold	295	–	–	0.01%	243
2017 Q1	$40K	Hold	295	–	–	0.01%	244
2016 Q4	$38K	Hold	295	–	–	0.01%	235
2016 Q3	$36K	Sell	295 -46	-13%	-$5.65K	0.01%	240
2016 Q2	$39K	Hold	341	–	–	0.01%	278
2016 Q1	$36K	Hold	341	–	–	0.01%	276
2015 Q4	$37K	Sell	341 -32	-9%	-$3.56K	0.01%	313
2015 Q3	$39K	Hold	373	–	–	0.01%	299
2015 Q2	$42K	Sell	373 -80	-18%	-$8.56K	0.01%	299
2015 Q1	$46K	Sell	453 -15	-3%	-$1.52K	0.01%	300
2014 Q4	$46K	Hold	468	–	–	0.01%	283
2014 Q3	$41K	Buy	468 +312	+200%	+$25.8K	0.01%	292
2014 Q2	$13K	Sell	156 -312	-67%	-$25.7K	﹤0.01%	363
2014 Q1	$41K	Sell	468 -63	-12%	-$5.5K	0.01%	301
2013 Q4	$42K	Buy	+531	New	+$39.3K	0.01%	298

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

Tompkins Financial's MIDD Position: Q2 2019 in Review

Tompkins Financial sold out of Middleby (MIDD) in Q2 2019, closing a stake of 261 shares — an estimated $34K sold.

Tompkins Financial first reported a position in MIDD in Q4 2013 and held it in 22 quarters. The position peaked at $46K in Q1 2015. 383 funds tracked by Wall St. Rank hold MIDD as of Q2 2019.

Tompkins Financial reported no remaining Middleby position as of Q2 2019 after selling out during the quarter.
Tompkins Financial sold 261 Middleby shares in Q2 2019, an estimated $34K.
Tompkins Financial first reported a position in Middleby in Q4 2013 and held it in 22 quarters.
Tompkins Financial's Middleby position peaked at $46K in Q1 2015.
383 funds tracked by Wall St. Rank held Middleby as of Q2 2019.

Based on Tompkins Financial's 13F filing for Q2 2019, filed 17 Jul 2019.