tru Independence’s Middleby MIDD Stock Holding History

tru Independence’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	-13	Closed	-$1K	–	841
2019 Q4	$1K	Buy	+13	New	+$1.49K	﹤0.01%	877

Other funds holding MIDD

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

tru Independence's MIDD Position: Q1 2020 in Review

tru Independence sold out of Middleby (MIDD) in Q1 2020, closing a stake of 13 shares — an estimated $1K sold.

tru Independence first reported a position in MIDD in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 320 funds tracked by Wall St. Rank hold MIDD as of Q1 2020.

tru Independence reported no remaining Middleby position as of Q1 2020 after selling out during the quarter.
tru Independence sold 13 Middleby shares in Q1 2020, an estimated $1K.
tru Independence first reported a position in Middleby in Q4 2019 and held it in 1 quarter.
tru Independence's Middleby position peaked at $1K in Q4 2019.
320 funds tracked by Wall St. Rank held Middleby as of Q1 2020.

Based on tru Independence's 13F filing for Q1 2020, filed 19 May 2020.