TI
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Turner Investments’s Middleby MIDD Stock Holding History

Turner Investments’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
Q2 		– Sell
-10,500
Closed -$1.43M – 270
2017
Q1 		$1.43M Sell
10,500
-4,810
-31% -$654K 0.93% 31
2016
Q4 		$1.97M Buy
+15,310
New +$1.93M 0.8% 38
2016
Q1 		– Sell
-1,250
Closed -$135K – 237
2015
Q4 		$135K Sell
1,250
-2,000
-62% -$223K 0.03% 205
2015
Q3 		$342K Sell
3,250
-15,670
-83% -$1.81M 0.07% 200
2015
Q2 		$2.12M Buy
18,920
+17,880
+1,719% +$1.91M 0.39% 84
2015
Q1 		$107K Sell
1,040
-3,465
-77% -$352K 0.02% 320
2014
Q4 		$447K Sell
4,505
-18,142
-80% -$1.66M 0.05% 350
2014
Q3 		$2M Sell
22,647
-147,531
-87% -$12.2M 0.12% 246
2014
Q2 		$14.1M Sell
170,178
-172,557
-50% -$14.2M 0.62% 24
2014
Q1 		$30.2M Sell
342,735
-97,437
-22% -$8.5M 0.8% 18
2013
Q4 		$35.2M Buy
440,172
+191,193
+77% +$14.2M 0.63% 32
2013
Q3 		$17.3M Buy
248,979
+13,260
+6% +$851K 0.29% 116
2013
Q2 		$13.4M Buy
+235,719
New +$12.4M 0.18% 191

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Turner Investments's MIDD Position: Q2 2017 in Review

Turner Investments sold out of Middleby (MIDD) in Q2 2017, closing a stake of 10,500 shares — an estimated $1.43M sold.

Turner Investments first reported a position in MIDD in Q2 2013 and held it in 13 quarters. The position peaked at $35.2M in Q4 2013. 393 funds tracked by Wall St. Rank hold MIDD as of Q2 2017.

  • Turner Investments reported no remaining Middleby position as of Q2 2017 after selling out during the quarter.
  • Turner Investments sold 10,500 Middleby shares in Q2 2017, an estimated $1.43M.
  • Turner Investments first reported a position in Middleby in Q2 2013 and held it in 13 quarters.
  • Turner Investments's Middleby position peaked at $35.2M in Q4 2013.
  • 393 funds tracked by Wall St. Rank held Middleby as of Q2 2017.

Based on Turner Investments's 13F filing for Q2 2017, filed 4 Aug 2017.