Valeo Financial Advisors’s Middleby MIDD Stock Holding History

Valeo Financial 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
2020 Q3	–	Sell	-11	Closed	-$1K	–	1925
2020 Q2	$1K	Hold	11	–	–	﹤0.01%	1913
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	1680
2019 Q4	$1K	Sell	11 -69	-86%	-$7.92K	﹤0.01%	1551
2019 Q3	$9K	Hold	80	–	–	﹤0.01%	1057
2019 Q2	$11K	Sell	80 -5	-6%	-$672	﹤0.01%	1001
2019 Q1	$11K	Sell	85 -5	-6%	-$600	﹤0.01%	941
2018 Q4	$9K	Hold	90	–	–	﹤0.01%	913
2018 Q3	$10K	Buy	90 +20	+29%	+$2.28K	﹤0.01%	971
2018 Q2	$8K	Sell	70 -55	-44%	-$6.23K	﹤0.01%	1017
2018 Q1	$15K	Buy	125 +72	+136%	+$9.43K	﹤0.01%	816
2017 Q4	$7K	Buy	53 +42	+382%	+$5.14K	﹤0.01%	920
2017 Q3	$1K	Buy	+11	New	+$1.36K	﹤0.01%	1106

Other funds holding MIDD

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

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

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

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

JP Morgan Chase

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return